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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 | $70,386 | $175,259-59.8% | $149,723-53.0% | $139,487-49.5% |
| Participation rate | 61.5% | 83.4%-21.9pp | 78.8%-17.2pp | 80.3%-18.8pp |
| Annual return | 4.93% | 166.82%-161.9pp | 134.50%-129.6pp | 373.84%-368.9pp |
| Employer contribution / active EE | $1,434 | $5,478-73.8% | $4,821-70.3% | $4,755-69.8% |
| Participant deferral / active EE | $2,639 | $6,522-59.5% | $5,682-53.6% | $6,713-60.7% |
| Admin fee / account holder | $1,292 | $16,158-92.0% | $13,215-90.2% | $11,407-88.7% |