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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 | $89,336 | $159,978-44.2% | $147,041-39.2% | $145,978-38.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 2.49% | 98.36%-95.9pp | 419.21%-416.7pp | 550.52%-548.0pp |
| Employer contribution / active EE | $1,218 | $5,288-77.0% | $4,935-75.3% | $4,662-73.9% |
| Participant deferral / active EE | $2,977 | $8,429-64.7% | $8,071-63.1% | $6,690-55.5% |
| Admin fee / account holder | $549 | $15,053-96.4% | $13,006-95.8% | $13,400-95.9% |