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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 | $60,962 | $108,911-44.0% | $100,392-39.3% | $145,884-58.2% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 9.31% | 58.23%-48.9pp | 49.45%-40.1pp | 551.85%-542.5pp |
| Employer contribution / active EE | $2,227 | $4,420-49.6% | $3,941-43.5% | $4,662-52.2% |
| Participant deferral / active EE | $2,793 | $8,459-67.0% | $8,090-65.5% | $6,690-58.3% |
| Admin fee / account holder | $4,865 | $9,698-49.8% | $7,904-38.4% | $13,392-63.7% |