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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,391 | $100,938-50.1% | $90,461-44.3% | $158,982-68.3% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.7%-17.1pp | 82.0%-26.4pp |
| Annual return | 3.93% | 1727.20%-1723.3pp | 1294.76%-1290.8pp | 302.99%-299.1pp |
| Employer contribution / active EE | $2,154 | $3,691-41.7% | $3,264-34.0% | $4,763-54.8% |
| Participant deferral / active EE | $4,710 | $4,350+8.3% | $3,964+18.8% | $5,983-21.3% |
| Admin fee / account holder | $2,432 | $6,510-62.6% | $5,617-56.7% | $11,252-78.4% |