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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 | $57,010 | $97,125-41.3% | $86,233-33.9% | $137,256-58.5% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | -1.34% | 74.19%-75.5pp | 61.39%-62.7pp | 220.34%-221.7pp |
| Employer contribution / active EE | $621 | $2,841-78.1% | $2,504-75.2% | $4,156-85.1% |
| Participant deferral / active EE | $1,154 | $5,180-77.7% | $4,559-74.7% | $6,407-82.0% |
| Admin fee / account holder | $707 | $9,725-92.7% | $8,342-91.5% | $12,270-94.2% |