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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 | $61,726 | $110,379-44.1% | $102,412-39.7% | $145,884-57.7% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 5.76% | 24.84%-19.1pp | 24.94%-19.2pp | 551.85%-546.1pp |
| Employer contribution / active EE | $2,099 | $4,216-50.2% | $3,870-45.8% | $4,662-55.0% |
| Participant deferral / active EE | $2,657 | $5,622-52.7% | $5,060-47.5% | $6,690-60.3% |
| Admin fee / account holder | $336 | $9,745-96.6% | $8,388-96.0% | $13,392-97.5% |