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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 | $70,947 | $72,071-1.6% | $68,368+3.8% | $137,256-48.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 9.20% | 353.14%-343.9pp | 292.57%-283.4pp | 220.34%-211.1pp |
| Employer contribution / active EE | $2,472 | $2,788-11.3% | $2,649-6.7% | $4,156-40.5% |
| Participant deferral / active EE | $2,750 | $4,410-37.6% | $4,123-33.3% | $6,407-57.1% |
| Admin fee / account holder | $15,418 | $5,336+189.0% | $5,150+199.4% | $12,270+25.7% |