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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 | $63,577 | $175,212-63.7% | $149,682-57.5% | $139,427-54.4% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 8.36% | 166.63%-158.3pp | 134.35%-126.0pp | 373.27%-364.9pp |
| Employer contribution / active EE | $1,760 | $5,475-67.9% | $4,818-63.5% | $4,752-63.0% |
| Participant deferral / active EE | $9,833 | $6,520+50.8% | $5,681+73.1% | $6,711+46.5% |
| Admin fee / account holder | $349 | $16,150-97.8% | $13,210-97.4% | $11,404-96.9% |