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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 | $166,242-64.9% | $165,071-64.7% | $145,884-60.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 6.38% | 100.44%-94.1pp | 70.17%-63.8pp | 551.85%-545.5pp |
| Employer contribution / active EE | $1,442 | $5,283-72.7% | $4,347-66.8% | $4,662-69.1% |
| Participant deferral / active EE | $2,441 | $6,964-64.9% | $6,035-59.6% | $6,690-63.5% |
| Admin fee / account holder | $1,070 | $16,658-93.6% | $12,695-91.6% | $13,392-92.0% |