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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 | $90,571 | $180,749-49.9% | $160,784-43.7% | $137,256-34.0% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 0.44% | 2234.46%-2234.0pp | 1803.92%-1803.5pp | 220.34%-219.9pp |
| Employer contribution / active EE | $1,986 | $4,155-52.2% | $3,733-46.8% | $4,156-52.2% |
| Participant deferral / active EE | $1,663 | $6,844-75.7% | $6,293-73.6% | $6,407-74.0% |
| Admin fee / account holder | $2,347 | $10,397-77.4% | $9,717-75.8% | $12,270-80.9% |