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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 | $68,105 | $111,535-38.9% | $105,223-35.3% | $137,256-50.4% |
| Participation rate | 61.1% | 78.1%-17.0pp | 75.0%-13.9pp | 80.0%-18.8pp |
| Annual return | 10.30% | 237.85%-227.6pp | 180.65%-170.4pp | 220.34%-210.0pp |
| Employer contribution / active EE | $1,550 | $3,939-60.6% | $3,689-58.0% | $4,156-62.7% |
| Participant deferral / active EE | $4,985 | $5,500-9.4% | $5,072-1.7% | $6,407-22.2% |
| Admin fee / account holder | $31,079 | $9,721+219.7% | $8,859+250.8% | $12,270+153.3% |