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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 | $44,200 | $88,702-50.2% | $81,780-46.0% | $145,978-69.7% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 9.52% | 1029.12%-1019.6pp | 776.27%-766.8pp | 550.52%-541.0pp |
| Employer contribution / active EE | $1,187 | $3,084-61.5% | $2,914-59.3% | $4,662-74.5% |
| Participant deferral / active EE | $1,900 | $4,645-59.1% | $4,321-56.0% | $6,690-71.6% |
| Admin fee / account holder | $14,389 | $8,414+71.0% | $7,384+94.9% | $13,400+7.4% |