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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 | $61,172 | $72,071-15.1% | $68,368-10.5% | $137,256-55.4% |
| Participation rate | 23.1% | 76.2%-53.2pp | 73.8%-50.7pp | 80.0%-56.9pp |
| Annual return | 12.88% | 353.14%-340.3pp | 292.57%-279.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $841 | $2,788-69.8% | $2,649-68.2% | $4,156-79.8% |
| Participant deferral / active EE | $2,824 | $4,410-36.0% | $4,123-31.5% | $6,407-55.9% |
| Admin fee / account holder | $1,510 | $5,336-71.7% | $5,150-70.7% | $12,270-87.7% |