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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 | $40,464 | $88,702-54.4% | $81,780-50.5% | $145,978-72.3% |
| Participation rate | 63.2% | 75.0%-11.9pp | 72.4%-9.2pp | 80.3%-17.1pp |
| Annual return | 8.95% | 1029.12%-1020.2pp | 776.27%-767.3pp | 550.52%-541.6pp |
| Employer contribution / active EE | $1,224 | $3,084-60.3% | $2,914-58.0% | $4,662-73.7% |
| Participant deferral / active EE | $2,920 | $4,645-37.1% | $4,321-32.4% | $6,690-56.3% |
| Admin fee / account holder | $5,830 | $8,414-30.7% | $7,384-21.0% | $13,400-56.5% |