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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 | $58,777 | $171,867-65.8% | $149,721-60.7% | $147,586-60.2% |
| Participation rate | 42.9% | 88.2%-45.3pp | 87.1%-44.2pp | 82.8%-40.0pp |
| Annual return | 7.23% | 2113.36%-2106.1pp | 1501.67%-1494.4pp | 578.59%-571.4pp |
| Employer contribution / active EE | $7,921 | $6,275+26.2% | $5,444+45.5% | $4,876+62.4% |
| Participant deferral / active EE | $7,629 | $7,270+4.9% | $6,568+16.1% | $5,439+40.3% |
| Admin fee / account holder | $7,460 | $13,799-45.9% | $11,282-33.9% | $10,886-31.5% |