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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 | $63,794 | $160,028-60.1% | $147,080-56.6% | $145,884-56.3% |
| Participation rate | 47.4% | 84.0%-36.7pp | 82.2%-34.8pp | 80.3%-32.9pp |
| Annual return | 7.08% | 98.60%-91.5pp | 420.17%-413.1pp | 551.85%-544.8pp |
| Employer contribution / active EE | $1,124 | $5,286-78.7% | $4,933-77.2% | $4,662-75.9% |
| Participant deferral / active EE | $3,744 | $8,422-55.5% | $8,066-53.6% | $6,690-44.0% |
| Admin fee / account holder | $790 | $15,030-94.7% | $12,989-93.9% | $13,392-94.1% |