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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 | $69,773 | $159,934-56.4% | $147,005-52.5% | $145,959-52.2% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 8.92% | 98.24%-89.3pp | 418.76%-409.8pp | 561.95%-553.0pp |
| Employer contribution / active EE | $1,256 | $5,287-76.2% | $4,934-74.5% | $4,661-73.1% |
| Participant deferral / active EE | $3,039 | $8,427-63.9% | $8,070-62.3% | $6,689-54.6% |
| Admin fee / account holder | $1,274 | $15,053-91.5% | $13,006-90.2% | $13,398-90.5% |