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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 | $83,858 | $114,093-26.5% | $96,171-12.8% | $167,536-49.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 5.26% | 190.00%-184.7pp | 192.04%-186.8pp | 478.82%-473.6pp |
| Employer contribution / active EE | $868 | $3,429-74.7% | $2,799-69.0% | $4,839-82.1% |
| Participant deferral / active EE | $4,128 | $5,197-20.6% | $4,350-5.1% | $6,342-34.9% |
| Admin fee / account holder | $3,067 | $6,899-55.5% | $5,538-44.6% | $12,315-75.1% |