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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 | $46,240 | $88,778-47.9% | $81,844-43.5% | $145,884-68.3% |
| Participation rate | 64.7% | 75.1%-10.4pp | 72.4%-7.7pp | 80.3%-15.6pp |
| Annual return | 8.14% | 1033.03%-1024.9pp | 778.87%-770.7pp | 551.85%-543.7pp |
| Employer contribution / active EE | $1,474 | $3,087-52.3% | $2,916-49.5% | $4,662-68.4% |
| Participant deferral / active EE | $3,203 | $4,648-31.1% | $4,323-25.9% | $6,690-52.1% |
| Admin fee / account holder | $2,675 | $8,430-68.3% | $7,355-63.6% | $13,392-80.0% |