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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 | $45,440 | $72,071-37.0% | $68,368-33.5% | $137,256-66.9% |
| Participation rate | 68.2% | 76.2%-8.1pp | 73.8%-5.6pp | 80.0%-11.8pp |
| Annual return | 12.44% | 353.14%-340.7pp | 292.57%-280.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $4,352 | $2,788+56.1% | $2,649+64.3% | $4,156+4.7% |
| Participant deferral / active EE | $7,848 | $4,410+78.0% | $4,123+90.3% | $6,407+22.5% |
| Admin fee / account holder | $14,176 | $5,336+165.7% | $5,150+175.3% | $12,270+15.5% |