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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 | $80,072 | $99,011-19.1% | $86,582-7.5% | $147,586-45.7% |
| Participation rate | 68.8% | 76.3%-7.6pp | 73.5%-4.8pp | 82.8%-14.1pp |
| Annual return | 1.32% | 1312.75%-1311.4pp | 965.08%-963.8pp | 578.59%-577.3pp |
| Employer contribution / active EE | $1,593 | $3,132-49.1% | $2,839-43.9% | $4,876-67.3% |
| Participant deferral / active EE | $3,202 | $3,972-19.4% | $3,609-11.3% | $5,439-41.1% |
| Admin fee / account holder | $3,089 | $5,709-45.9% | $4,904-37.0% | $10,886-71.6% |