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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 | $38,930 | $76,368-49.0% | $67,681-42.5% | $154,746-74.8% |
| Participation rate | 40.0% | 79.0%-39.0pp | 73.7%-33.7pp | 80.7%-40.7pp |
| Annual return | 8.63% | 1066.77%-1058.1pp | 590.58%-582.0pp | 172.34%-163.7pp |
| Employer contribution / active EE | $1,080 | $3,151-65.7% | $2,678-59.7% | $4,379-75.3% |
| Participant deferral / active EE | $1,350 | $4,824-72.0% | $3,976-66.0% | $6,730-79.9% |
| Admin fee / account holder | $2,036 | $8,559-76.2% | $6,100-66.6% | $14,365-85.8% |