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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 | $66,301 | $156,963-57.8% | $121,204-45.3% | $139,466-52.5% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 3.10% | 1476.75%-1473.6pp | 987.18%-984.1pp | 373.66%-370.6pp |
| Employer contribution / active EE | $2,925 | $5,544-47.2% | $4,170-29.9% | $4,754-38.5% |
| Participant deferral / active EE | $2,925 | $4,848-39.7% | $4,083-28.4% | $6,712-56.4% |
| Admin fee / account holder | $1,253 | $6,953-82.0% | $5,651-77.8% | $11,409-89.0% |