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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 | $100,938-66.2% | $90,461-62.3% | $158,982-78.5% |
| Participation rate | 61.5% | 75.0%-13.5pp | 72.7%-11.2pp | 82.0%-20.4pp |
| Annual return | 0.66% | 1727.20%-1726.5pp | 1294.76%-1294.1pp | 302.99%-302.3pp |
| Employer contribution / active EE | $2,087 | $3,691-43.5% | $3,264-36.1% | $4,763-56.2% |
| Participant deferral / active EE | $4,326 | $4,350-0.6% | $3,964+9.1% | $5,983-27.7% |
| Admin fee / account holder | $8,851 | $6,510+36.0% | $5,617+57.6% | $11,252-21.3% |