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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 | $50,014 | $58,391-14.3% | $76,657-34.8% | $72,975-31.5% |
| Participation rate | 65.6% | 67.4%-1.7pp | 72.1%-6.5pp | 69.5%-3.9pp |
| Annual return | 3.18% | 2306.65%-2303.5pp | 1166.74%-1163.6pp | 81.01%-77.8pp |
| Employer contribution / active EE | $531 | $1,787-70.3% | $2,303-76.9% | $2,440-78.2% |
| Participant deferral / active EE | $1,409 | $2,690-47.6% | $3,335-57.7% | $3,608-60.9% |
| Admin fee / account holder | $382 | $4,014-90.5% | $6,423-94.0% | $5,124-92.5% |