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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 | $34,114 | $100,895-66.2% | $90,430-62.3% | $158,950-78.5% |
| Participation rate | 61.5% | 75.0%-13.5pp | 72.7%-11.1pp | 82.0%-20.4pp |
| Annual return | 0.66% | 1725.54%-1724.9pp | 1293.73%-1293.1pp | 302.91%-302.2pp |
| Employer contribution / active EE | $2,087 | $3,689-43.4% | $3,262-36.0% | $4,762-56.2% |
| Participant deferral / active EE | $4,326 | $4,347-0.5% | $3,963+9.2% | $5,983-27.7% |
| Admin fee / account holder | $8,851 | $6,505+36.1% | $5,613+57.7% | $11,248-21.3% |