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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 | $78,968 | $197,625-60.0% | $177,840-55.6% | $158,966-50.3% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.7%-54.4pp | 82.0%-48.6pp |
| Annual return | -0.32% | 58.76%-59.1pp | 48.32%-48.6pp | 302.95%-303.3pp |
| Employer contribution / active EE | $1,562 | $6,698-76.7% | $5,919-73.6% | $4,762-67.2% |
| Participant deferral / active EE | $3,405 | $8,405-59.5% | $7,714-55.9% | $5,983-43.1% |
| Admin fee / account holder | $544 | $15,405-96.5% | $12,431-95.6% | $11,250-95.2% |