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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 | $70,000 | $88,778-21.2% | $81,844-14.5% | $145,884-52.0% |
| Participation rate | 36.4% | 75.1%-38.7pp | 72.4%-36.0pp | 80.3%-43.9pp |
| Annual return | 8.12% | 1033.03%-1024.9pp | 778.87%-770.8pp | 551.85%-543.7pp |
| Employer contribution / active EE | $864 | $3,087-72.0% | $2,916-70.4% | $4,662-81.5% |
| Participant deferral / active EE | $947 | $4,648-79.6% | $4,323-78.1% | $6,690-85.8% |
| Admin fee / account holder | $8,665 | $8,430+2.8% | $7,355+17.8% | $13,392-35.3% |