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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 | $60,290 | $102,595-41.2% | $94,057-35.9% | $154,746-61.0% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 10.12% | 583.42%-573.3pp | 480.62%-470.5pp | 172.34%-162.2pp |
| Employer contribution / active EE | $928 | $3,147-70.5% | $2,933-68.4% | $4,379-78.8% |
| Participant deferral / active EE | $1,855 | $5,118-63.8% | $4,709-60.6% | $6,730-72.4% |
| Admin fee / account holder | $697 | $7,736-91.0% | $7,244-90.4% | $14,365-95.1% |