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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 | $63,446 | $88,754-28.5% | $81,820-22.5% | $145,877-56.5% |
| Participation rate | 37.5% | 75.1%-37.6pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 9.20% | 1031.77%-1022.6pp | 777.93%-768.7pp | 551.28%-542.1pp |
| Employer contribution / active EE | $1,595 | $3,085-48.3% | $2,915-45.3% | $4,663-65.8% |
| Participant deferral / active EE | $1,623 | $4,648-65.1% | $4,323-62.5% | $6,691-75.7% |
| Admin fee / account holder | $5,287 | $8,424-37.2% | $7,391-28.5% | $13,402-60.6% |