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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 | $68,174 | $102,663-33.6% | $86,216-20.9% | $139,466-51.1% |
| Participation rate | 21.7% | 74.5%-52.8pp | 69.0%-47.2pp | 80.3%-58.6pp |
| Annual return | 5.70% | 1924.52%-1918.8pp | 1169.42%-1163.7pp | 373.66%-368.0pp |
| Employer contribution / active EE | $1,432 | $3,035-52.8% | $2,382-39.9% | $4,754-69.9% |
| Participant deferral / active EE | $2,724 | $4,677-41.8% | $3,986-31.7% | $6,712-59.4% |
| Admin fee / account holder | $904 | $8,663-89.6% | $6,853-86.8% | $11,409-92.1% |