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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 | $66,926 | $183,539-63.5% | $155,556-57.0% | $145,897-54.1% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 8.08% | 61.31%-53.2pp | 64.84%-56.8pp | 552.29%-544.2pp |
| Employer contribution / active EE | $1,039 | $5,315-80.5% | $4,675-77.8% | $4,663-77.7% |
| Participant deferral / active EE | $2,025 | $6,467-68.7% | $5,631-64.0% | $6,689-69.7% |
| Admin fee / account holder | $23,415 | $19,275+21.5% | $15,885+47.4% | $13,390+74.9% |