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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 | $64,398 | $160,040-59.8% | $147,096-56.2% | $145,877-55.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 8.97% | 98.49%-89.5pp | 419.75%-410.8pp | 551.28%-542.3pp |
| Employer contribution / active EE | $1,126 | $5,289-78.7% | $4,936-77.2% | $4,663-75.9% |
| Participant deferral / active EE | $2,860 | $8,429-66.1% | $8,071-64.6% | $6,691-57.3% |
| Admin fee / account holder | $1,321 | $15,050-91.2% | $13,005-89.8% | $13,402-90.1% |