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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 | $72,113 | $90,530-20.3% | $76,030-5.2% | $145,897-50.6% |
| Participation rate | 68.8% | 74.4%-5.7pp | 69.1%-0.3pp | 80.3%-11.6pp |
| Annual return | 5.89% | 625.08%-619.2pp | 361.54%-355.6pp | 552.29%-546.4pp |
| Employer contribution / active EE | $810 | $3,319-75.6% | $2,688-69.9% | $4,663-82.6% |
| Participant deferral / active EE | $1,552 | $5,164-69.9% | $4,257-63.5% | $6,689-76.8% |
| Admin fee / account holder | $20,949 | $8,383+149.9% | $6,421+226.3% | $13,390+56.4% |