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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 | $100,895-21.8% | $90,430-12.7% | $158,950-50.3% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.7%-3.5pp | 82.0%-12.7pp |
| Annual return | 2.92% | 1725.54%-1722.6pp | 1293.73%-1290.8pp | 302.91%-300.0pp |
| Employer contribution / active EE | $2,425 | $3,689-34.3% | $3,262-25.7% | $4,762-49.1% |
| Participant deferral / active EE | $8,045 | $4,347+85.1% | $3,963+103.0% | $5,983+34.5% |
| Admin fee / account holder | $3,198 | $6,505-50.8% | $5,613-43.0% | $11,248-71.6% |