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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 | $51,856 | $99,031-47.6% | $86,597-40.1% | $147,585-64.9% |
| Participation rate | 56.3% | 76.3%-20.1pp | 73.5%-17.3pp | 82.8%-26.6pp |
| Annual return | 8.36% | 1312.56%-1304.2pp | 964.96%-956.6pp | 578.57%-570.2pp |
| Employer contribution / active EE | $778 | $3,132-75.2% | $2,840-72.6% | $4,876-84.1% |
| Participant deferral / active EE | $897 | $3,972-77.4% | $3,609-75.1% | $5,439-83.5% |
| Admin fee / account holder | $10,009 | $5,711+75.3% | $4,906+104.0% | $10,885-8.0% |