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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 | $81,594 | $157,296-48.1% | $141,191-42.2% | $152,897-46.6% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 6.66% | 64.34%-57.7pp | 71.41%-64.7pp | 345.43%-338.8pp |
| Employer contribution / active EE | $1,336 | $5,262-74.6% | $4,736-71.8% | $4,764-71.9% |
| Participant deferral / active EE | $2,600 | $7,111-63.4% | $6,710-61.3% | $5,851-55.6% |
| Admin fee / account holder | $373 | $12,125-96.9% | $10,264-96.4% | $11,599-96.8% |