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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 | $25,430 | $72,426-64.9% | $67,560-62.4% | $145,897-82.6% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.3pp | 80.3%-13.6pp |
| Annual return | 3.77% | 7226.78%-7223.0pp | 3533.50%-3529.7pp | 552.29%-548.5pp |
| Employer contribution / active EE | $1,988 | $3,074-35.4% | $2,737-27.4% | $4,663-57.4% |
| Participant deferral / active EE | $2,341 | $4,785-51.1% | $4,004-41.5% | $6,689-65.0% |
| Admin fee / account holder | $732 | $5,514-86.7% | $3,994-81.7% | $13,390-94.5% |