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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 | $67,716 | $72,071-6.0% | $68,368-1.0% | $137,256-50.7% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.0%-37.1pp |
| Annual return | 8.09% | 353.14%-345.1pp | 292.57%-284.5pp | 220.34%-212.3pp |
| Employer contribution / active EE | $2,283 | $2,788-18.1% | $2,649-13.8% | $4,156-45.1% |
| Participant deferral / active EE | $3,498 | $4,410-20.7% | $4,123-15.1% | $6,407-45.4% |
| Admin fee / account holder | $9,228 | $5,336+72.9% | $5,150+79.2% | $12,270-24.8% |