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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 | $76,557 | $172,111-55.5% | $150,298-49.1% | $137,256-44.2% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 9.33% | 69.37%-60.0pp | 62.79%-53.5pp | 220.34%-211.0pp |
| Employer contribution / active EE | $1,822 | $4,636-60.7% | $4,154-56.1% | $4,156-56.2% |
| Participant deferral / active EE | $1,957 | $6,166-68.3% | $5,453-64.1% | $6,407-69.5% |
| Admin fee / account holder | $558 | $16,471-96.6% | $14,116-96.0% | $12,270-95.5% |