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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 | $80,469 | $108,911-26.1% | $100,392-19.8% | $145,884-44.8% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 9.40% | 58.23%-48.8pp | 49.45%-40.1pp | 551.85%-542.5pp |
| Employer contribution / active EE | $1,533 | $4,420-65.3% | $3,941-61.1% | $4,662-67.1% |
| Participant deferral / active EE | $6,356 | $8,459-24.9% | $8,090-21.4% | $6,690-5.0% |
| Admin fee / account holder | $410 | $9,698-95.8% | $7,904-94.8% | $13,392-96.9% |