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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 | $63,510 | $102,624-38.1% | $86,200-26.3% | $139,427-54.4% |
| Participation rate | 57.1% | 74.5%-17.4pp | 69.0%-11.8pp | 80.3%-23.2pp |
| Annual return | 3.70% | 1922.69%-1919.0pp | 1168.58%-1164.9pp | 373.27%-369.6pp |
| Employer contribution / active EE | $2,118 | $3,033-30.2% | $2,381-11.0% | $4,752-55.4% |
| Participant deferral / active EE | $6,046 | $4,676+29.3% | $3,986+51.7% | $6,711-9.9% |
| Admin fee / account holder | $5,804 | $8,658-33.0% | $6,853-15.3% | $11,404-49.1% |