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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 | $54,769 | $148,582-63.1% | $135,942-59.7% | $139,456-60.7% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 9.50% | 79.26%-69.8pp | 68.28%-58.8pp | 373.45%-363.9pp |
| Employer contribution / active EE | $1,901 | $5,245-63.7% | $4,858-60.9% | $4,753-60.0% |
| Participant deferral / active EE | $4,573 | $8,101-43.6% | $7,759-41.1% | $6,711-31.9% |
| Admin fee / account holder | $3,383 | $12,402-72.7% | $10,764-68.6% | $11,407-70.3% |