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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 | $43,202 | $202,440-78.7% | $169,390-74.5% | $139,466-69.0% |
| Participation rate | 64.7% | 81.1%-16.4pp | 77.2%-12.5pp | 80.3%-15.6pp |
| Annual return | -0.04% | 532.36%-532.4pp | 406.07%-406.1pp | 373.66%-373.7pp |
| Employer contribution / active EE | $667 | $4,693-85.8% | $4,013-83.4% | $4,754-86.0% |
| Participant deferral / active EE | $1,640 | $6,940-76.4% | $6,222-73.6% | $6,712-75.6% |
| Admin fee / account holder | $5,521 | $10,722-48.5% | $9,015-38.8% | $11,409-51.6% |