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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 | $39,480 | $68,097-42.0% | $62,929-37.3% | $137,256-71.2% |
| Participation rate | 69.2% | 77.4%-8.2pp | 73.1%-3.9pp | 80.0%-10.7pp |
| Annual return | 8.70% | 1859.11%-1850.4pp | 1063.93%-1055.2pp | 220.34%-211.6pp |
| Employer contribution / active EE | $3,372 | $2,811+20.0% | $2,505+34.6% | $4,156-18.9% |
| Participant deferral / active EE | $7,244 | $4,553+59.1% | $3,888+86.3% | $6,407+13.1% |
| Admin fee / account holder | $17,623 | $6,521+170.2% | $5,065+248.0% | $12,270+43.6% |