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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 | $74,687 | $148,582-49.7% | $135,942-45.1% | $139,456-46.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 9.91% | 79.26%-69.3pp | 68.28%-58.4pp | 373.45%-363.5pp |
| Employer contribution / active EE | $1,613 | $5,245-69.2% | $4,858-66.8% | $4,753-66.1% |
| Participant deferral / active EE | $3,233 | $8,101-60.1% | $7,759-58.3% | $6,711-51.8% |
| Admin fee / account holder | $806 | $12,402-93.5% | $10,764-92.5% | $11,407-92.9% |