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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 | $227,291-77.2% | $214,702-75.9% | $155,188-66.6% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 3.41% | 60.08%-56.7pp | 54.55%-51.1pp | 148.84%-145.4pp |
| Employer contribution / active EE | $2,215 | $6,772-67.3% | $6,461-65.7% | $4,248-47.8% |
| Participant deferral / active EE | $6,534 | $9,582-31.8% | $9,147-28.6% | $6,5310% |
| Admin fee / account holder | $3,405 | $20,413-83.3% | $19,830-82.8% | $14,480-76.5% |