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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 | $83,689 | $175,231-52.2% | $149,696-44.1% | $139,466-40.0% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 10.09% | 166.77%-156.7pp | 134.46%-124.4pp | 373.66%-363.6pp |
| Employer contribution / active EE | $2,370 | $5,478-56.7% | $4,821-50.8% | $4,754-50.2% |
| Participant deferral / active EE | $2,370 | $6,521-63.7% | $5,682-58.3% | $6,712-64.7% |
| Admin fee / account holder | $364 | $16,155-97.7% | $13,212-97.2% | $11,409-96.8% |