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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 | $58,281 | $166,268-64.9% | $165,100-64.7% | $145,897-60.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 6.38% | 100.52%-94.1pp | 70.21%-63.8pp | 552.29%-545.9pp |
| Employer contribution / active EE | $1,442 | $5,284-72.7% | $4,348-66.8% | $4,663-69.1% |
| Participant deferral / active EE | $2,441 | $6,964-65.0% | $6,035-59.6% | $6,689-63.5% |
| Admin fee / account holder | $1,070 | $16,659-93.6% | $12,696-91.6% | $13,390-92.0% |