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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 | $72,786 | $115,796-37.1% | $101,264-28.1% | $158,950-54.2% |
| Participation rate | 63.2% | 79.4%-16.2pp | 75.8%-12.6pp | 82.0%-18.8pp |
| Annual return | 4.89% | 56.15%-51.3pp | 46.48%-41.6pp | 302.91%-298.0pp |
| Employer contribution / active EE | $1,575 | $4,175-62.3% | $3,660-57.0% | $4,762-66.9% |
| Participant deferral / active EE | $2,165 | $4,958-56.3% | $4,370-50.5% | $5,983-63.8% |
| Admin fee / account holder | $573 | $7,247-92.1% | $5,947-90.4% | $11,248-94.9% |