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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 | $71,594 | $227,633-68.5% | $189,597-62.2% | $167,553-57.3% |
| Participation rate | 52.9% | 82.5%-29.6pp | 78.4%-25.5pp | 82.1%-29.2pp |
| Annual return | 7.34% | 78.45%-71.1pp | 64.20%-56.9pp | 478.89%-471.6pp |
| Employer contribution / active EE | $811 | $5,317-84.8% | $4,412-81.6% | $4,840-83.2% |
| Participant deferral / active EE | $1,593 | $7,003-77.3% | $6,174-74.2% | $6,343-74.9% |
| Admin fee / account holder | $1,857 | $11,879-84.4% | $9,807-81.1% | $12,316-84.9% |