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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 | $175,269-63.0% | $149,740-56.7% | $139,500-53.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 6.84% | 166.87%-160.0pp | 134.51%-127.7pp | 373.99%-367.1pp |
| Employer contribution / active EE | $2,629 | $5,478-52.0% | $4,821-45.5% | $4,755-44.7% |
| Participant deferral / active EE | $3,004 | $6,522-53.9% | $5,683-47.1% | $6,713-55.3% |
| Admin fee / account holder | $1,171 | $16,167-92.8% | $13,222-91.1% | $11,410-89.7% |