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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 | $61,662 | $88,778-30.5% | $81,844-24.7% | $145,884-57.7% |
| Participation rate | 64.7% | 75.1%-10.4pp | 72.4%-7.7pp | 80.3%-15.6pp |
| Annual return | 8.83% | 1033.03%-1024.2pp | 778.87%-770.0pp | 551.85%-543.0pp |
| Employer contribution / active EE | $2,915 | $3,087-5.6% | $2,9160% | $4,662-37.5% |
| Participant deferral / active EE | $5,076 | $4,648+9.2% | $4,323+17.4% | $6,690-24.1% |
| Admin fee / account holder | $3,389 | $8,430-59.8% | $7,355-53.9% | $13,392-74.7% |