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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 | $98,205 | $176,688-44.4% | $130,660-24.8% | $152,897-35.8% |
| Participation rate | 69.2% | 79.0%-9.7pp | 71.7%-2.5pp | 82.5%-13.2pp |
| Annual return | 1.42% | 2693.08%-2691.7pp | 1709.29%-1707.9pp | 345.43%-344.0pp |
| Employer contribution / active EE | $4,502 | $5,743-21.6% | $4,092+10.0% | $4,764-5.5% |
| Participant deferral / active EE | $2,663 | $4,362-39.0% | $3,603-26.1% | $5,851-54.5% |
| Admin fee / account holder | $3,945 | $7,131-44.7% | $5,463-27.8% | $11,599-66.0% |