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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 | $66,574 | $159,978-58.4% | $147,041-54.7% | $145,978-54.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 4.30% | 98.36%-94.1pp | 419.21%-414.9pp | 550.52%-546.2pp |
| Employer contribution / active EE | $1,351 | $5,288-74.5% | $4,935-72.6% | $4,662-71.0% |
| Participant deferral / active EE | $3,504 | $8,429-58.4% | $8,071-56.6% | $6,690-47.6% |
| Admin fee / account holder | $13,780 | $15,053-8.5% | $13,006+5.9% | $13,400+2.8% |