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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 | $82,906 | $99,011-16.3% | $86,582-4.2% | $147,586-43.8% |
| Participation rate | 38.1% | 76.3%-38.2pp | 73.5%-35.5pp | 82.8%-44.7pp |
| Annual return | 6.80% | 1312.75%-1306.0pp | 965.08%-958.3pp | 578.59%-571.8pp |
| Employer contribution / active EE | $1,622 | $3,132-48.2% | $2,839-42.9% | $4,876-66.7% |
| Participant deferral / active EE | $4,036 | $3,972+1.6% | $3,609+11.8% | $5,439-25.8% |
| Admin fee / account holder | $8,692 | $5,709+52.3% | $4,904+77.2% | $10,886-20.2% |