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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 | $58,177 | $176,688-67.1% | $130,660-55.5% | $152,897-62.0% |
| Participation rate | 35.3% | 79.0%-43.7pp | 71.7%-36.5pp | 82.5%-47.2pp |
| Annual return | 3.76% | 2693.08%-2689.3pp | 1709.29%-1705.5pp | 345.43%-341.7pp |
| Employer contribution / active EE | $478 | $5,743-91.7% | $4,092-88.3% | $4,764-90.0% |
| Participant deferral / active EE | $776 | $4,362-82.2% | $3,603-78.5% | $5,851-86.7% |
| Admin fee / account holder | $3,993 | $7,131-44.0% | $5,463-26.9% | $11,599-65.6% |