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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 | $78,012 | $134,817-42.1% | $123,973-37.1% | $155,188-49.7% |
| Participation rate | 26.1% | 79.4%-53.3pp | 76.7%-50.6pp | 80.8%-54.7pp |
| Annual return | 7.04% | 515.49%-508.5pp | 388.13%-381.1pp | 148.84%-141.8pp |
| Employer contribution / active EE | $998 | $4,425-77.4% | $4,126-75.8% | $4,248-76.5% |
| Participant deferral / active EE | $2,504 | $5,706-56.1% | $5,247-52.3% | $6,531-61.7% |
| Admin fee / account holder | $487 | $13,245-96.3% | $11,799-95.9% | $14,480-96.6% |