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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 | $61,558 | $88,778-30.7% | $81,844-24.8% | $145,884-57.8% |
| Participation rate | 44.4% | 75.1%-30.6pp | 72.4%-27.9pp | 80.3%-35.9pp |
| Annual return | 5.66% | 1033.03%-1027.4pp | 778.87%-773.2pp | 551.85%-546.2pp |
| Employer contribution / active EE | $447 | $3,087-85.5% | $2,916-84.7% | $4,662-90.4% |
| Participant deferral / active EE | $1,098 | $4,648-76.4% | $4,323-74.6% | $6,690-83.6% |
| Admin fee / account holder | $3,077 | $8,430-63.5% | $7,355-58.2% | $13,392-77.0% |