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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 | $160,040-56.4% | $147,096-52.6% | $145,877-52.2% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 8.92% | 98.49%-89.6pp | 419.75%-410.8pp | 551.28%-542.4pp |
| Employer contribution / active EE | $1,256 | $5,289-76.3% | $4,936-74.6% | $4,663-73.1% |
| Participant deferral / active EE | $3,039 | $8,429-63.9% | $8,071-62.3% | $6,691-54.6% |
| Admin fee / account holder | $1,274 | $15,050-91.5% | $13,005-90.2% | $13,402-90.5% |