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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 | $61,396 | $88,815-30.9% | $81,882-25.0% | $145,897-57.9% |
| Participation rate | 63.6% | 75.1%-11.4pp | 72.4%-8.8pp | 80.3%-16.7pp |
| Annual return | 9.01% | 1033.75%-1024.7pp | 779.47%-770.5pp | 552.29%-543.3pp |
| Employer contribution / active EE | $1,235 | $3,086-60.0% | $2,916-57.7% | $4,663-73.5% |
| Participant deferral / active EE | $1,235 | $4,647-73.4% | $4,323-71.4% | $6,689-81.5% |
| Admin fee / account holder | $5,708 | $8,434-32.3% | $7,360-22.4% | $13,390-57.4% |