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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 | $61,409 | $100,938-39.2% | $90,461-32.1% | $158,982-61.4% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 2.11% | 1727.20%-1725.1pp | 1294.76%-1292.7pp | 302.99%-300.9pp |
| Employer contribution / active EE | $372 | $3,691-89.9% | $3,264-88.6% | $4,763-92.2% |
| Participant deferral / active EE | $1,629 | $4,350-62.6% | $3,964-58.9% | $5,983-72.8% |
| Admin fee / account holder | $98,975 | $6,510+1420.4% | $5,617+1662.2% | $11,252+779.7% |