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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 | $65,901 | $197,637-66.7% | $177,848-62.9% | $158,982-58.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 2.93% | 58.77%-55.8pp | 48.33%-45.4pp | 302.99%-300.1pp |
| Employer contribution / active EE | $1,808 | $6,698-73.0% | $5,919-69.4% | $4,763-62.0% |
| Participant deferral / active EE | $3,373 | $8,405-59.9% | $7,714-56.3% | $5,983-43.6% |
| Admin fee / account holder | $56,454 | $15,406+266.4% | $12,431+354.1% | $11,252+401.7% |