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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 | $70,305 | $176,077-60.1% | $159,455-55.9% | $167,518-58.0% |
| Participation rate | 45.5% | 84.9%-39.5pp | 82.8%-37.4pp | 82.1%-36.7pp |
| Annual return | 7.41% | 331.83%-324.4pp | 263.63%-256.2pp | 478.71%-471.3pp |
| Employer contribution / active EE | $1,339 | $5,298-74.7% | $4,830-72.3% | $4,838-72.3% |
| Participant deferral / active EE | $4,178 | $7,751-46.1% | $7,353-43.2% | $6,342-34.1% |
| Admin fee / account holder | $641 | $12,556-94.9% | $10,800-94.1% | $12,312-94.8% |