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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 | $76,342 | $112,933-32.4% | $90,970-16.1% | $158,982-52.0% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 2.91% | 215.82%-212.9pp | 134.60%-131.7pp | 302.99%-300.1pp |
| Employer contribution / active EE | $1,571 | $2,893-45.7% | $2,122-26.0% | $4,763-67.0% |
| Participant deferral / active EE | $1,924 | $4,128-53.4% | $3,373-42.9% | $5,983-67.8% |
| Admin fee / account holder | $988 | $8,047-87.7% | $5,961-83.4% | $11,252-91.2% |