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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 | $79,935 | $134,817-40.7% | $123,973-35.5% | $155,188-48.5% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 6.38% | 515.49%-509.1pp | 388.13%-381.8pp | 148.84%-142.5pp |
| Employer contribution / active EE | $2,260 | $4,425-48.9% | $4,126-45.2% | $4,248-46.8% |
| Participant deferral / active EE | $4,603 | $5,706-19.3% | $5,247-12.3% | $6,531-29.5% |
| Admin fee / account holder | $34,971 | $13,245+164.0% | $11,799+196.4% | $14,480+141.5% |