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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 | $36,441 | $166,242-78.1% | $165,071-77.9% | $145,884-75.0% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 1.85% | 100.44%-98.6pp | 70.17%-68.3pp | 551.85%-550.0pp |
| Employer contribution / active EE | $2,922 | $5,283-44.7% | $4,347-32.8% | $4,662-37.3% |
| Participant deferral / active EE | $6,000 | $6,964-13.8% | $6,035-0.6% | $6,690-10.3% |
| Admin fee / account holder | $651 | $16,658-96.1% | $12,695-94.9% | $13,392-95.1% |