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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 | $160,040-58.4% | $147,096-54.7% | $145,877-54.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 4.30% | 98.49%-94.2pp | 419.75%-415.4pp | 551.28%-547.0pp |
| Employer contribution / active EE | $1,351 | $5,289-74.5% | $4,936-72.6% | $4,663-71.0% |
| Participant deferral / active EE | $3,504 | $8,429-58.4% | $8,071-56.6% | $6,691-47.6% |
| Admin fee / account holder | $13,780 | $15,050-8.4% | $13,005+6.0% | $13,402+2.8% |