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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 | $102,595-34.0% | $94,057-28.0% | $154,746-56.2% |
| Participation rate | 42.9% | 76.0%-33.1pp | 73.3%-30.5pp | 80.7%-37.8pp |
| Annual return | 8.09% | 583.42%-575.3pp | 480.62%-472.5pp | 172.34%-164.2pp |
| Employer contribution / active EE | $2,283 | $3,147-27.5% | $2,933-22.2% | $4,379-47.9% |
| Participant deferral / active EE | $3,498 | $5,118-31.6% | $4,709-25.7% | $6,730-48.0% |
| Admin fee / account holder | $9,228 | $7,736+19.3% | $7,244+27.4% | $14,365-35.8% |