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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 | $58,202 | $121,656-52.2% | $104,614-44.4% | $158,950-63.4% |
| Participation rate | 66.7% | 77.5%-10.9pp | 74.1%-7.4pp | 82.0%-15.3pp |
| Annual return | 1.98% | 465.51%-463.5pp | 340.56%-338.6pp | 302.91%-300.9pp |
| Employer contribution / active EE | $2,691 | $3,164-14.9% | $2,681+0.4% | $4,762-43.5% |
| Participant deferral / active EE | $7,299 | $4,177+74.7% | $3,739+95.2% | $5,983+22.0% |
| Admin fee / account holder | $650 | $7,775-91.6% | $6,464-90.0% | $11,248-94.2% |