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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 | $102,595-30.8% | $94,057-24.6% | $154,746-54.2% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 9.20% | 583.42%-574.2pp | 480.62%-471.4pp | 172.34%-163.1pp |
| Employer contribution / active EE | $2,472 | $3,147-21.5% | $2,933-15.7% | $4,379-43.6% |
| Participant deferral / active EE | $2,750 | $5,118-46.3% | $4,709-41.6% | $6,730-59.1% |
| Admin fee / account holder | $15,418 | $7,736+99.3% | $7,244+112.8% | $14,365+7.3% |