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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 | $121,700 | $70,366+73.0% | $66,674+82.5% | $138,895-12.4% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 2.99% | 386.41%-383.4pp | 321.24%-318.2pp | 145.39%-142.4pp |
| Employer contribution / active EE | $560 | $2,765-79.7% | $2,620-78.6% | $4,194-86.6% |
| Participant deferral / active EE | $700 | $4,374-84.0% | $4,084-82.9% | $6,396-89.1% |
| Admin fee / account holder | $946 | $5,262-82.0% | $5,098-81.4% | $12,562-92.5% |