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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 | $45,763 | $121,677-62.4% | $104,625-56.3% | $158,966-71.2% |
| Participation rate | 66.7% | 77.5%-10.9pp | 74.1%-7.4pp | 82.0%-15.3pp |
| Annual return | -7.26% | 465.58%-472.8pp | 340.60%-347.9pp | 302.95%-310.2pp |
| Employer contribution / active EE | $378 | $3,165-88.1% | $2,681-85.9% | $4,762-92.1% |
| Participant deferral / active EE | $7,273 | $4,175+74.2% | $3,738+94.6% | $5,983+21.6% |
| Admin fee / account holder | $1,068 | $7,777-86.3% | $6,465-83.5% | $11,250-90.5% |