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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 | $72,577 | $172,111-57.8% | $150,298-51.7% | $137,256-47.1% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 11.10% | 69.37%-58.3pp | 62.79%-51.7pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,391 | $4,636-70.0% | $4,154-66.5% | $4,156-66.5% |
| Participant deferral / active EE | $21,917 | $6,166+255.5% | $5,453+301.9% | $6,407+242.1% |
| Admin fee / account holder | $689 | $16,471-95.8% | $14,116-95.1% | $12,270-94.4% |