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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 | $48,827 | $88,815-45.0% | $81,882-40.4% | $145,897-66.5% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 5.33% | 1033.75%-1028.4pp | 779.47%-774.1pp | 552.29%-547.0pp |
| Employer contribution / active EE | $2,015 | $3,086-34.7% | $2,916-30.9% | $4,663-56.8% |
| Participant deferral / active EE | $6,086 | $4,647+31.0% | $4,323+40.8% | $6,689-9.0% |
| Admin fee / account holder | $3,319 | $8,434-60.7% | $7,360-54.9% | $13,390-75.2% |