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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 | $70,239 | $175,259-59.9% | $149,723-53.1% | $139,487-49.6% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 9.61% | 166.82%-157.2pp | 134.50%-124.9pp | 373.84%-364.2pp |
| Employer contribution / active EE | $1,170 | $5,478-78.6% | $4,821-75.7% | $4,755-75.4% |
| Participant deferral / active EE | $4,810 | $6,522-26.2% | $5,682-15.3% | $6,713-28.3% |
| Admin fee / account holder | $1,427 | $16,158-91.2% | $13,215-89.2% | $11,407-87.5% |