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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 | $88,710-30.5% | $81,783-24.6% | $145,959-57.8% |
| Participation rate | 64.7% | 75.0%-10.3pp | 72.4%-7.6pp | 80.3%-15.6pp |
| Annual return | 8.83% | 1027.26%-1018.4pp | 775.05%-766.2pp | 561.95%-553.1pp |
| Employer contribution / active EE | $2,915 | $3,083-5.4% | $2,913+0.1% | $4,661-37.4% |
| Participant deferral / active EE | $5,076 | $4,645+9.3% | $4,320+17.5% | $6,689-24.1% |
| Admin fee / account holder | $3,389 | $8,407-59.7% | $7,380-54.1% | $13,398-74.7% |