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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 | $225,673-59.9% | $203,872-55.6% | $155,188-41.6% |
| Participation rate | 66.7% | 80.3%-13.6pp | 77.8%-11.1pp | 80.8%-14.1pp |
| Annual return | 0.44% | 95.91%-95.5pp | 85.11%-84.7pp | 148.84%-148.4pp |
| Employer contribution / active EE | $1,986 | $4,099-51.5% | $3,757-47.1% | $4,248-53.3% |
| Participant deferral / active EE | $1,663 | $6,893-75.9% | $6,388-74.0% | $6,531-74.5% |
| Admin fee / account holder | $2,347 | $12,327-81.0% | $11,730-80.0% | $14,480-83.8% |