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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 | $57,952 | $176,105-67.1% | $159,474-63.7% | $167,536-65.4% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 6.30% | 331.91%-325.6pp | 263.68%-257.4pp | 478.82%-472.5pp |
| Employer contribution / active EE | $1,518 | $5,299-71.4% | $4,831-68.6% | $4,839-68.6% |
| Participant deferral / active EE | $3,050 | $7,751-60.7% | $7,353-58.5% | $6,342-51.9% |
| Admin fee / account holder | $387 | $12,559-96.9% | $10,802-96.4% | $12,315-96.9% |