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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 | $15,022 | $100,938-85.1% | $90,461-83.4% | $158,982-90.6% |
| Participation rate | 64.3% | 75.0%-10.7pp | 72.7%-8.4pp | 82.0%-17.7pp |
| Annual return | 3.74% | 1727.20%-1723.5pp | 1294.76%-1291.0pp | 302.99%-299.2pp |
| Employer contribution / active EE | $2,843 | $3,691-23.0% | $3,264-12.9% | $4,763-40.3% |
| Participant deferral / active EE | $3,917 | $4,350-10.0% | $3,964-1.2% | $5,983-34.5% |
| Admin fee / account holder | $3,975 | $6,510-38.9% | $5,617-29.2% | $11,252-64.7% |