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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 | $32,762 | $202,342-83.8% | $172,753-81.0% | $152,909-78.6% |
| Participation rate | 58.3% | 87.1%-28.7pp | 82.6%-24.3pp | 82.5%-24.1pp |
| Annual return | 3.31% | 1029.88%-1026.6pp | 803.00%-799.7pp | 345.46%-342.2pp |
| Employer contribution / active EE | $1,249 | $5,857-78.7% | $5,144-75.7% | $4,764-73.8% |
| Participant deferral / active EE | $4,083 | $5,948-31.4% | $5,198-21.4% | $5,851-30.2% |
| Admin fee / account holder | $1,367 | $17,112-92.0% | $13,956-90.2% | $11,601-88.2% |