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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 | $64,779 | $175,231-63.0% | $149,696-56.7% | $139,466-53.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 6.84% | 166.77%-159.9pp | 134.46%-127.6pp | 373.66%-366.8pp |
| Employer contribution / active EE | $2,629 | $5,478-52.0% | $4,821-45.5% | $4,754-44.7% |
| Participant deferral / active EE | $3,004 | $6,521-53.9% | $5,682-47.1% | $6,712-55.2% |
| Admin fee / account holder | $1,171 | $16,155-92.8% | $13,212-91.1% | $11,409-89.7% |