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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 | $76,443 | $90,691-15.7% | $76,119+0.4% | $145,884-47.6% |
| Participation rate | 61.1% | 74.5%-13.4pp | 69.1%-8.0pp | 80.3%-19.2pp |
| Annual return | 3.39% | 624.52%-621.1pp | 361.25%-357.9pp | 551.85%-548.5pp |
| Employer contribution / active EE | $1,516 | $3,329-54.5% | $2,693-43.7% | $4,662-67.5% |
| Participant deferral / active EE | $2,293 | $5,167-55.6% | $4,259-46.2% | $6,690-65.7% |
| Admin fee / account holder | $781 | $8,383-90.7% | $6,421-87.8% | $13,392-94.2% |