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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 | $56,652 | $63,346-10.6% | $92,239-38.6% | $70,124-19.2% |
| Participation rate | 65.6% | 68.7%-3.1pp | 76.5%-10.9pp | 69.5%-4.0pp |
| Annual return | 12.16% | 530.19%-518.0pp | 176.29%-164.1pp | 73.14%-61.0pp |
| Employer contribution / active EE | $710 | $2,471-71.3% | $3,680-80.7% | $2,342-69.7% |
| Participant deferral / active EE | $1,795 | $2,854-37.1% | $3,897-53.9% | $3,332-46.1% |
| Admin fee / account holder | $8,968 | $3,841+133.5% | $5,194+72.7% | $4,645+93.1% |