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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 | $65,050 | $175,259-62.9% | $149,723-56.6% | $139,487-53.4% |
| Participation rate | 58.3% | 83.4%-25.1pp | 78.8%-20.4pp | 80.3%-22.0pp |
| Annual return | 10.06% | 166.82%-156.8pp | 134.50%-124.4pp | 373.84%-363.8pp |
| Employer contribution / active EE | $1,651 | $5,478-69.9% | $4,821-65.7% | $4,755-65.3% |
| Participant deferral / active EE | $7,644 | $6,522+17.2% | $5,682+34.5% | $6,713+13.9% |
| Admin fee / account holder | $586 | $16,158-96.4% | $13,215-95.6% | $11,407-94.9% |