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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 | $74,080 | $180,749-59.0% | $160,784-53.9% | $137,256-46.0% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 5.65% | 2234.46%-2228.8pp | 1803.92%-1798.3pp | 220.34%-214.7pp |
| Employer contribution / active EE | $4,116 | $4,155-0.9% | $3,733+10.3% | $4,156-1.0% |
| Participant deferral / active EE | $4,220 | $6,844-38.3% | $6,293-32.9% | $6,407-34.1% |
| Admin fee / account holder | $2,779 | $10,397-73.3% | $9,717-71.4% | $12,270-77.3% |