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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 | $38,729 | $88,815-56.4% | $81,882-52.7% | $145,897-73.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 5.48% | 1033.75%-1028.3pp | 779.47%-774.0pp | 552.29%-546.8pp |
| Employer contribution / active EE | $333 | $3,086-89.2% | $2,916-88.6% | $4,663-92.9% |
| Participant deferral / active EE | $2,660 | $4,647-42.8% | $4,323-38.5% | $6,689-60.2% |
| Admin fee / account holder | $1,599 | $8,434-81.0% | $7,360-78.3% | $13,390-88.1% |