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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 | $57,077 | $96,691-41.0% | $86,656-34.1% | $139,487-59.1% |
| Participation rate | 69.2% | 74.4%-5.2pp | 71.7%-2.5pp | 80.3%-11.1pp |
| Annual return | 4.11% | 106.87%-102.8pp | 593.09%-589.0pp | 373.84%-369.7pp |
| Employer contribution / active EE | $1,273 | $3,267-61.0% | $3,025-57.9% | $4,755-73.2% |
| Participant deferral / active EE | $5,853 | $4,838+21.0% | $4,439+31.8% | $6,713-12.8% |
| Admin fee / account holder | $1,877 | $6,414-70.7% | $5,619-66.6% | $11,407-83.5% |