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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 | $59,547 | $100,938-41.0% | $90,461-34.2% | $158,982-62.5% |
| Participation rate | 31.3% | 75.0%-43.8pp | 72.7%-41.4pp | 82.0%-50.7pp |
| Annual return | 3.59% | 1727.20%-1723.6pp | 1294.76%-1291.2pp | 302.99%-299.4pp |
| Employer contribution / active EE | $216 | $3,691-94.1% | $3,264-93.4% | $4,763-95.5% |
| Participant deferral / active EE | $1,062 | $4,350-75.6% | $3,964-73.2% | $5,983-82.3% |
| Admin fee / account holder | $5,016 | $6,510-23.0% | $5,617-10.7% | $11,252-55.4% |