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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 | $69,485 | $96,691-28.1% | $86,656-19.8% | $139,487-50.2% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 5.89% | 106.87%-101.0pp | 593.09%-587.2pp | 373.84%-368.0pp |
| Employer contribution / active EE | $1,095 | $3,267-66.5% | $3,025-63.8% | $4,755-77.0% |
| Participant deferral / active EE | $2,004 | $4,838-58.6% | $4,439-54.9% | $6,713-70.2% |
| Admin fee / account holder | $6,441 | $6,414+0.4% | $5,619+14.6% | $11,407-43.5% |