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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 | $77,731 | $102,595-24.2% | $94,057-17.4% | $154,746-49.8% |
| Participation rate | 40.0% | 76.0%-36.0pp | 73.3%-33.3pp | 80.7%-40.7pp |
| Annual return | 10.05% | 583.42%-573.4pp | 480.62%-470.6pp | 172.34%-162.3pp |
| Employer contribution / active EE | $562 | $3,147-82.1% | $2,933-80.8% | $4,379-87.2% |
| Participant deferral / active EE | $2,962 | $5,118-42.1% | $4,709-37.1% | $6,730-56.0% |
| Admin fee / account holder | $1,107 | $7,736-85.7% | $7,244-84.7% | $14,365-92.3% |