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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 | $78,109 | $88,815-12.1% | $81,882-4.6% | $145,897-46.5% |
| Participation rate | 28.6% | 75.1%-46.5pp | 72.4%-43.8pp | 80.3%-51.7pp |
| Annual return | 4.27% | 1033.75%-1029.5pp | 779.47%-775.2pp | 552.29%-548.0pp |
| Employer contribution / active EE | $1,071 | $3,086-65.3% | $2,916-63.3% | $4,663-77.0% |
| Participant deferral / active EE | $6,571 | $4,647+41.4% | $4,323+52.0% | $6,689-1.8% |
| Admin fee / account holder | $1,231 | $8,434-85.4% | $7,360-83.3% | $13,390-90.8% |