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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 | $59,618 | $217,432-72.6% | $185,849-67.9% | $167,536-64.4% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 1.22% | 148.42%-147.2pp | 122.10%-120.9pp | 478.82%-477.6pp |
| Employer contribution / active EE | $3,813 | $5,875-35.1% | $5,169-26.2% | $4,839-21.2% |
| Participant deferral / active EE | $4,270 | $6,357-32.8% | $5,569-23.3% | $6,342-32.7% |
| Admin fee / account holder | $3,315 | $19,818-83.3% | $16,244-79.6% | $12,315-73.1% |