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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 | $51,767 | $223,823-76.9% | $211,142-75.5% | $154,746-66.5% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 3.41% | 50.39%-47.0pp | 46.84%-43.4pp | 172.34%-168.9pp |
| Employer contribution / active EE | $2,215 | $6,787-67.4% | $6,442-65.6% | $4,379-49.4% |
| Participant deferral / active EE | $6,534 | $9,750-33.0% | $9,284-29.6% | $6,730-2.9% |
| Admin fee / account holder | $3,405 | $19,707-82.7% | $19,076-82.1% | $14,365-76.3% |