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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 | $40,087 | $100,938-60.3% | $90,461-55.7% | $158,982-74.8% |
| Participation rate | 27.3% | 75.0%-47.8pp | 72.7%-45.4pp | 82.0%-54.7pp |
| Annual return | 3.93% | 1727.20%-1723.3pp | 1294.76%-1290.8pp | 302.99%-299.1pp |
| Employer contribution / active EE | $2,441 | $3,691-33.9% | $3,264-25.2% | $4,763-48.8% |
| Participant deferral / active EE | $6,514 | $4,350+49.8% | $3,964+64.3% | $5,983+8.9% |
| Admin fee / account holder | $9,205 | $6,510+41.4% | $5,617+63.9% | $11,252-18.2% |