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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 | $31,636 | $88,815-64.4% | $81,882-61.4% | $145,897-78.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 0.68% | 1033.75%-1033.1pp | 779.47%-778.8pp | 552.29%-551.6pp |
| Employer contribution / active EE | $976 | $3,086-68.4% | $2,916-66.5% | $4,663-79.1% |
| Participant deferral / active EE | $4,034 | $4,647-13.2% | $4,323-6.7% | $6,689-39.7% |
| Admin fee / account holder | $1,015 | $8,434-88.0% | $7,360-86.2% | $13,390-92.4% |