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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 | $60,622 | $111,535-45.6% | $105,223-42.4% | $137,256-55.8% |
| Participation rate | 61.1% | 78.1%-17.0pp | 75.0%-13.9pp | 80.0%-18.8pp |
| Annual return | 8.33% | 237.85%-229.5pp | 180.65%-172.3pp | 220.34%-212.0pp |
| Employer contribution / active EE | $1,406 | $3,939-64.3% | $3,689-61.9% | $4,156-66.2% |
| Participant deferral / active EE | $2,336 | $5,500-57.5% | $5,072-53.9% | $6,407-63.5% |
| Admin fee / account holder | $1,878 | $9,721-80.7% | $8,859-78.8% | $12,270-84.7% |