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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 | $79,881 | $102,696-22.2% | $86,235-7.4% | $139,487-42.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 2.42% | 1925.91%-1923.5pp | 1170.03%-1167.6pp | 373.84%-371.4pp |
| Employer contribution / active EE | $650 | $3,034-78.6% | $2,381-72.7% | $4,755-86.3% |
| Participant deferral / active EE | $2,565 | $4,679-45.2% | $3,987-35.7% | $6,713-61.8% |
| Admin fee / account holder | $2,073 | $8,667-76.1% | $6,856-69.8% | $11,407-81.8% |