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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 | $66,919 | $106,247-37.0% | $96,515-30.7% | $139,466-52.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 1.01% | 38.47%-37.5pp | 35.73%-34.7pp | 373.66%-372.7pp |
| Employer contribution / active EE | $5,231 | $4,106+27.4% | $3,740+39.9% | $4,754+10.0% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,785 | $7,885-77.4% | $6,735-73.5% | $11,409-84.4% |