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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 | $60,794 | $104,953-42.1% | $84,637-28.2% | $152,909-60.2% |
| Participation rate | 62.5% | 74.8%-12.3pp | 68.2%-5.7pp | 82.5%-20.0pp |
| Annual return | 6.88% | 373.94%-367.1pp | 258.82%-251.9pp | 345.46%-338.6pp |
| Employer contribution / active EE | $723 | $3,304-78.1% | $2,653-72.8% | $4,764-84.8% |
| Participant deferral / active EE | $3,755 | $4,691-19.9% | $3,900-3.7% | $5,851-35.8% |
| Admin fee / account holder | $680 | $6,244-89.1% | $4,914-86.2% | $11,601-94.1% |