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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 | $126,519-66.8% | $106,201-60.4% | $145,959-71.2% |
| Participation rate | 66.7% | 77.7%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 4.11% | 225.10%-221.0pp | 116.26%-112.1pp | 561.95%-557.8pp |
| Employer contribution / active EE | $1,810 | $3,726-51.4% | $3,170-42.9% | $4,661-61.2% |
| Participant deferral / active EE | $2,097 | $5,716-63.3% | $5,012-58.2% | $6,689-68.6% |
| Admin fee / account holder | $488 | $17,312-97.2% | $11,039-95.6% | $13,398-96.4% |