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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 | $48,015 | $129,737-63.0% | $119,126-59.7% | $154,746-69.0% |
| Participation rate | 68.2% | 78.9%-10.7pp | 75.8%-7.6pp | 80.7%-12.5pp |
| Annual return | 6.74% | 379.08%-372.3pp | 282.11%-275.4pp | 172.34%-165.6pp |
| Employer contribution / active EE | $1,296 | $4,375-70.4% | $4,034-67.9% | $4,379-70.4% |
| Participant deferral / active EE | $2,884 | $5,842-50.6% | $5,318-45.8% | $6,730-57.2% |
| Admin fee / account holder | $24,613 | $11,961+105.8% | $10,693+130.2% | $14,365+71.3% |