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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 | $65,065 | $183,539-64.5% | $155,556-58.2% | $145,897-55.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 8.41% | 61.31%-52.9pp | 64.84%-56.4pp | 552.29%-543.9pp |
| Employer contribution / active EE | $2,246 | $5,315-57.7% | $4,675-52.0% | $4,663-51.8% |
| Participant deferral / active EE | $2,261 | $6,467-65.0% | $5,631-59.9% | $6,689-66.2% |
| Admin fee / account holder | $441 | $19,275-97.7% | $15,885-97.2% | $13,390-96.7% |