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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 | $55,245 | $202,342-72.7% | $172,752-68.0% | $152,897-63.9% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 8.28% | 1029.83%-1021.5pp | 802.97%-794.7pp | 345.43%-337.1pp |
| Employer contribution / active EE | $1,459 | $5,858-75.1% | $5,144-71.6% | $4,764-69.4% |
| Participant deferral / active EE | $3,702 | $5,948-37.8% | $5,198-28.8% | $5,851-36.7% |
| Admin fee / account holder | $1,727 | $17,111-89.9% | $13,955-87.6% | $11,599-85.1% |