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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 | $42,017 | $125,237-66.4% | $105,608-60.2% | $145,877-71.2% |
| Participation rate | 66.7% | 77.7%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 4.11% | 225.76%-221.6pp | 116.50%-112.4pp | 551.28%-547.2pp |
| Employer contribution / active EE | $1,810 | $3,720-51.3% | $3,167-42.8% | $4,663-61.2% |
| Participant deferral / active EE | $2,097 | $5,711-63.3% | $5,010-58.1% | $6,691-68.7% |
| Admin fee / account holder | $488 | $17,287-97.2% | $11,028-95.6% | $13,402-96.4% |