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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 | $58,063 | $176,077-67.0% | $159,455-63.6% | $167,518-65.3% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 9.35% | 331.83%-322.5pp | 263.63%-254.3pp | 478.71%-469.4pp |
| Employer contribution / active EE | $2,508 | $5,298-52.7% | $4,830-48.1% | $4,838-48.2% |
| Participant deferral / active EE | $7,100 | $7,751-8.4% | $7,353-3.4% | $6,342+12.0% |
| Admin fee / account holder | $1,094 | $12,556-91.3% | $10,800-89.9% | $12,312-91.1% |