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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 | $31,305 | $134,817-76.8% | $123,973-74.7% | $155,188-79.8% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 3.91% | 515.49%-511.6pp | 388.13%-384.2pp | 148.84%-144.9pp |
| Employer contribution / active EE | $1,944 | $4,425-56.1% | $4,126-52.9% | $4,248-54.2% |
| Participant deferral / active EE | $3,813 | $5,706-33.2% | $5,247-27.3% | $6,531-41.6% |
| Admin fee / account holder | $54,897 | $13,245+314.5% | $11,799+365.3% | $14,480+279.1% |