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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 | $62,793 | $115,917-45.8% | $100,535-37.5% | $158,982-60.5% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 6.53% | 34.80%-28.3pp | 30.90%-24.4pp | 302.99%-296.5pp |
| Employer contribution / active EE | $557 | $4,105-86.4% | $3,419-83.7% | $4,763-88.3% |
| Participant deferral / active EE | $4,048 | $6,677-39.4% | $6,271-35.5% | $5,983-32.3% |
| Admin fee / account holder | $1,156 | $11,002-89.5% | $8,085-85.7% | $11,252-89.7% |