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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 | $73,465 | $210,698-65.1% | $178,014-58.7% | $145,959-49.7% |
| Participation rate | 58.3% | 80.8%-22.4pp | 77.1%-18.8pp | 80.3%-22.0pp |
| Annual return | 6.40% | 386.27%-379.9pp | 294.80%-288.4pp | 561.95%-555.6pp |
| Employer contribution / active EE | $1,575 | $4,567-65.5% | $3,950-60.1% | $4,661-66.2% |
| Participant deferral / active EE | $2,702 | $6,958-61.2% | $6,276-56.9% | $6,689-59.6% |
| Admin fee / account holder | $1,389 | $12,016-88.4% | $10,362-86.6% | $13,398-89.6% |