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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 | $49,312 | $183,592-73.1% | $155,574-68.3% | $145,877-66.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 7.59% | 61.37%-53.8pp | 64.87%-57.3pp | 551.28%-543.7pp |
| Employer contribution / active EE | $1,700 | $5,317-68.0% | $4,676-63.6% | $4,663-63.5% |
| Participant deferral / active EE | $4,966 | $6,466-23.2% | $5,629-11.8% | $6,691-25.8% |
| Admin fee / account holder | $843 | $19,316-95.6% | $15,914-94.7% | $13,402-93.7% |