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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 | $78,941 | $100,938-21.8% | $90,461-12.7% | $158,982-50.3% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.7%-3.5pp | 82.0%-12.7pp |
| Annual return | 2.92% | 1727.20%-1724.3pp | 1294.76%-1291.8pp | 302.99%-300.1pp |
| Employer contribution / active EE | $2,425 | $3,691-34.3% | $3,264-25.7% | $4,763-49.1% |
| Participant deferral / active EE | $8,045 | $4,350+85.0% | $3,964+102.9% | $5,983+34.5% |
| Admin fee / account holder | $3,198 | $6,510-50.9% | $5,617-43.1% | $11,252-71.6% |