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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 | $67,736 | $70,366-3.7% | $66,674+1.6% | $138,895-51.2% |
| Participation rate | 45.8% | 76.2%-30.3pp | 73.7%-27.8pp | 79.9%-34.1pp |
| Annual return | 13.08% | 386.41%-373.3pp | 321.24%-308.2pp | 145.39%-132.3pp |
| Employer contribution / active EE | $1,170 | $2,765-57.7% | $2,620-55.3% | $4,194-72.1% |
| Participant deferral / active EE | $1,890 | $4,374-56.8% | $4,084-53.7% | $6,396-70.5% |
| Admin fee / account holder | $1,642 | $5,262-68.8% | $5,098-67.8% | $12,562-86.9% |