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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 | $40,695 | $96,361-57.8% | $80,607-49.5% | $139,456-70.8% |
| Participation rate | 64.7% | 73.6%-8.9pp | 67.0%-2.3pp | 80.3%-15.6pp |
| Annual return | 9.86% | 1350.95%-1341.1pp | 936.11%-926.3pp | 373.45%-363.6pp |
| Employer contribution / active EE | $2,149 | $3,262-34.1% | $2,724-21.1% | $4,753-54.8% |
| Participant deferral / active EE | $3,025 | $5,232-42.2% | $4,448-32.0% | $6,711-54.9% |
| Admin fee / account holder | $34,154 | $6,601+417.4% | $5,379+534.9% | $11,407+199.4% |