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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 | $45,560 | $88,754-48.7% | $81,820-44.3% | $145,877-68.8% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 8.90% | 1031.77%-1022.9pp | 777.93%-769.0pp | 551.28%-542.4pp |
| Employer contribution / active EE | $2,552 | $3,085-17.3% | $2,915-12.5% | $4,663-45.3% |
| Participant deferral / active EE | $3,351 | $4,648-27.9% | $4,323-22.5% | $6,691-49.9% |
| Admin fee / account holder | $5,690 | $8,424-32.5% | $7,391-23.0% | $13,402-57.5% |