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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 | $59,755 | $175,259-65.9% | $149,723-60.1% | $139,487-57.2% |
| Participation rate | 57.1% | 83.4%-26.3pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 3.43% | 166.82%-163.4pp | 134.50%-131.1pp | 373.84%-370.4pp |
| Employer contribution / active EE | $1,452 | $5,478-73.5% | $4,821-69.9% | $4,755-69.5% |
| Participant deferral / active EE | $3,690 | $6,522-43.4% | $5,682-35.1% | $6,713-45.0% |
| Admin fee / account holder | $765 | $16,158-95.3% | $13,215-94.2% | $11,407-93.3% |