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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 | $92,397 | $100,938-8.5% | $90,461+2.1% | $158,982-41.9% |
| Participation rate | 44.4% | 75.0%-30.6pp | 72.7%-28.2pp | 82.0%-37.5pp |
| Annual return | 3.45% | 1727.20%-1723.8pp | 1294.76%-1291.3pp | 302.99%-299.5pp |
| Employer contribution / active EE | $517 | $3,691-86.0% | $3,264-84.2% | $4,763-89.1% |
| Participant deferral / active EE | $5,921 | $4,350+36.1% | $3,964+49.4% | $5,983-1.0% |
| Admin fee / account holder | $631 | $6,510-90.3% | $5,617-88.8% | $11,252-94.4% |