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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 | $41,159 | $129,737-68.3% | $119,126-65.4% | $154,746-73.4% |
| Participation rate | 64.7% | 78.9%-14.1pp | 75.8%-11.1pp | 80.7%-16.0pp |
| Annual return | 7.73% | 379.08%-371.4pp | 282.11%-274.4pp | 172.34%-164.6pp |
| Employer contribution / active EE | $2,261 | $4,375-48.3% | $4,034-43.9% | $4,379-48.4% |
| Participant deferral / active EE | $4,665 | $5,842-20.1% | $5,318-12.3% | $6,730-30.7% |
| Admin fee / account holder | $72,317 | $11,961+504.6% | $10,693+576.3% | $14,365+403.4% |