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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 | $54,084 | $70,366-23.1% | $66,674-18.9% | $138,895-61.1% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 11.42% | 386.41%-375.0pp | 321.24%-309.8pp | 145.39%-134.0pp |
| Employer contribution / active EE | $2,196 | $2,765-20.6% | $2,620-16.2% | $4,194-47.6% |
| Participant deferral / active EE | $3,322 | $4,374-24.1% | $4,084-18.7% | $6,396-48.1% |
| Admin fee / account holder | $13,541 | $5,262+157.3% | $5,098+165.6% | $12,562+7.8% |