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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 | $76,368-48.3% | $67,681-41.7% | $154,746-74.5% |
| Participation rate | 69.2% | 79.0%-9.7pp | 73.7%-4.5pp | 80.7%-11.5pp |
| Annual return | 8.70% | 1066.77%-1058.1pp | 590.58%-581.9pp | 172.34%-163.6pp |
| Employer contribution / active EE | $3,372 | $3,151+7.0% | $2,678+25.9% | $4,379-23.0% |
| Participant deferral / active EE | $7,244 | $4,824+50.2% | $3,976+82.2% | $6,730+7.6% |
| Admin fee / account holder | $17,623 | $8,559+105.9% | $6,100+188.9% | $14,365+22.7% |