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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 | $88,710-30.6% | $81,783-24.7% | $145,959-57.8% |
| Participation rate | 44.4% | 75.0%-30.6pp | 72.4%-27.9pp | 80.3%-35.8pp |
| Annual return | 5.66% | 1027.26%-1021.6pp | 775.05%-769.4pp | 561.95%-556.3pp |
| Employer contribution / active EE | $447 | $3,083-85.5% | $2,913-84.6% | $4,661-90.4% |
| Participant deferral / active EE | $1,098 | $4,645-76.4% | $4,320-74.6% | $6,689-83.6% |
| Admin fee / account holder | $3,077 | $8,407-63.4% | $7,380-58.3% | $13,398-77.0% |