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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 | $60,460 | $183,592-67.1% | $155,574-61.1% | $145,877-58.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 3.52% | 61.37%-57.9pp | 64.87%-61.3pp | 551.28%-547.8pp |
| Employer contribution / active EE | $2,600 | $5,317-51.1% | $4,676-44.4% | $4,663-44.2% |
| Participant deferral / active EE | $2,600 | $6,466-59.8% | $5,629-53.8% | $6,691-61.1% |
| Admin fee / account holder | $442 | $19,316-97.7% | $15,914-97.2% | $13,402-96.7% |