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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 | $32,920 | $100,938-67.4% | $90,461-63.6% | $158,982-79.3% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 4.07% | 1727.20%-1723.1pp | 1294.76%-1290.7pp | 302.99%-298.9pp |
| Employer contribution / active EE | $1,652 | $3,691-55.2% | $3,264-49.4% | $4,763-65.3% |
| Participant deferral / active EE | $5,766 | $4,350+32.6% | $3,964+45.4% | $5,983-3.6% |
| Admin fee / account holder | $520 | $6,510-92.0% | $5,617-90.7% | $11,252-95.4% |