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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 | $50,634 | $88,702-42.9% | $81,780-38.1% | $145,978-65.3% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 2.20% | 1029.12%-1026.9pp | 776.27%-774.1pp | 550.52%-548.3pp |
| Employer contribution / active EE | $958 | $3,084-68.9% | $2,914-67.1% | $4,662-79.4% |
| Participant deferral / active EE | $1,339 | $4,645-71.2% | $4,321-69.0% | $6,690-80.0% |
| Admin fee / account holder | $309 | $8,414-96.3% | $7,384-95.8% | $13,400-97.7% |