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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 | $175,259-63.7% | $149,723-57.5% | $139,487-54.4% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 8.36% | 166.82%-158.5pp | 134.50%-126.1pp | 373.84%-365.5pp |
| Employer contribution / active EE | $1,760 | $5,478-67.9% | $4,821-63.5% | $4,755-63.0% |
| Participant deferral / active EE | $9,833 | $6,522+50.8% | $5,682+73.0% | $6,713+46.5% |
| Admin fee / account holder | $349 | $16,158-97.8% | $13,215-97.4% | $11,407-96.9% |