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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 | $60,603 | $160,040-62.1% | $147,096-58.8% | $145,877-58.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 1.49% | 98.49%-97.0pp | 419.75%-418.3pp | 551.28%-549.8pp |
| Employer contribution / active EE | $2,798 | $5,289-47.1% | $4,936-43.3% | $4,663-40.0% |
| Participant deferral / active EE | $5,018 | $8,429-40.5% | $8,071-37.8% | $6,691-25.0% |
| Admin fee / account holder | $701 | $15,050-95.3% | $13,005-94.6% | $13,402-94.8% |