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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 | $74,885 | $111,830-33.0% | $93,696-20.1% | $145,884-48.7% |
| Participation rate | 61.5% | 74.2%-12.7pp | 68.7%-7.2pp | 80.3%-18.8pp |
| Annual return | 7.69% | 204.08%-196.4pp | 133.74%-126.1pp | 551.85%-544.2pp |
| Employer contribution / active EE | $1,310 | $3,093-57.6% | $2,422-45.9% | $4,662-71.9% |
| Participant deferral / active EE | $2,256 | $4,920-54.1% | $4,417-48.9% | $6,690-66.3% |
| Admin fee / account holder | $13,843 | $10,249+35.1% | $8,287+67.0% | $13,392+3.4% |