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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 | $71,532 | $217,432-67.1% | $185,851-61.5% | $167,553-57.3% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 6.53% | 148.43%-141.9pp | 122.11%-115.6pp | 478.89%-472.4pp |
| Employer contribution / active EE | $1,256 | $5,874-78.6% | $5,168-75.7% | $4,840-74.0% |
| Participant deferral / active EE | $6,417 | $6,357+0.9% | $5,569+15.2% | $6,343+1.2% |
| Admin fee / account holder | $1,467 | $19,820-92.6% | $16,245-91.0% | $12,316-88.1% |