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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 | $67,098 | $65,961+1.7% | $180,320-62.8% | $94,015-28.6% |
| Participation rate | 56.0% | 61.3%-5.3pp | 71.5%-15.5pp | 70.8%-14.8pp |
| Annual return | 6.89% | 14.27%-7.4pp | 778.54%-771.7pp | 17.84%-11.0pp |
| Employer contribution / active EE | $920 | $1,737-47.1% | $4,108-77.6% | $2,790-67.0% |
| Participant deferral / active EE | $1,895 | $3,003-36.9% | $4,304-56.0% | $4,249-55.4% |
| Admin fee / account holder | $1,696 | $4,901-65.4% | $10,000-83.0% | $8,951-81.0% |