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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 | $32,762 | $202,345-83.8% | $172,755-81.0% | $152,885-78.6% |
| Participation rate | 58.3% | 87.1%-28.7pp | 82.6%-24.3pp | 82.5%-24.1pp |
| Annual return | 3.31% | 1029.77%-1026.5pp | 802.94%-799.6pp | 345.39%-342.1pp |
| Employer contribution / active EE | $1,249 | $5,858-78.7% | $5,144-75.7% | $4,763-73.8% |
| Participant deferral / active EE | $4,083 | $5,948-31.4% | $5,198-21.5% | $5,851-30.2% |
| Admin fee / account holder | $1,367 | $17,111-92.0% | $13,955-90.2% | $11,598-88.2% |