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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 | $69,446 | $162,136-57.2% | $152,301-54.4% | $154,746-55.1% |
| Participation rate | 25.0% | 84.1%-59.1pp | 82.4%-57.4pp | 80.7%-55.7pp |
| Annual return | 9.83% | 91.02%-81.2pp | 80.50%-70.7pp | 172.34%-162.5pp |
| Employer contribution / active EE | $943 | $4,890-80.7% | $4,624-79.6% | $4,379-78.5% |
| Participant deferral / active EE | $3,119 | $8,341-62.6% | $8,004-61.0% | $6,730-53.7% |
| Admin fee / account holder | $54,861 | $15,759+248.1% | $14,398+281.0% | $14,365+281.9% |