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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 | $88,778-64.4% | $81,844-61.3% | $145,884-78.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 0.68% | 1033.03%-1032.3pp | 778.87%-778.2pp | 551.85%-551.2pp |
| Employer contribution / active EE | $976 | $3,087-68.4% | $2,916-66.6% | $4,662-79.1% |
| Participant deferral / active EE | $4,034 | $4,648-13.2% | $4,323-6.7% | $6,690-39.7% |
| Admin fee / account holder | $1,015 | $8,430-88.0% | $7,355-86.2% | $13,392-92.4% |