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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 | $66,874 | $100,203-33.3% | $85,240-21.5% | $145,897-54.2% |
| Participation rate | 54.5% | 74.1%-19.6pp | 67.5%-13.0pp | 80.3%-25.8pp |
| Annual return | 4.49% | 84.28%-79.8pp | 66.75%-62.3pp | 552.29%-547.8pp |
| Employer contribution / active EE | $2,723 | $3,242-16.0% | $2,735-0.4% | $4,663-41.6% |
| Participant deferral / active EE | $1,353 | $5,299-74.5% | $4,527-70.1% | $6,689-79.8% |
| Admin fee / account holder | $7,728 | $7,265+6.4% | $6,165+25.4% | $13,390-42.3% |