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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 | $126,899 | $211,224-39.9% | $178,505-28.9% | $145,897-13.0% |
| Participation rate | 66.7% | 80.8%-14.2pp | 77.1%-10.5pp | 80.3%-13.6pp |
| Annual return | 5.03% | 30.28%-25.3pp | 27.16%-22.1pp | 552.29%-547.3pp |
| Employer contribution / active EE | $1,467 | $4,577-68.0% | $3,955-62.9% | $4,663-68.5% |
| Participant deferral / active EE | $1,467 | $6,966-78.9% | $6,280-76.6% | $6,689-78.1% |
| Admin fee / account holder | $3,975 | $12,109-67.2% | $10,428-61.9% | $13,390-70.3% |