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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 | $56,495 | $102,595-44.9% | $94,057-39.9% | $154,746-63.5% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 8.56% | 583.42%-574.9pp | 480.62%-472.1pp | 172.34%-163.8pp |
| Employer contribution / active EE | $4,150 | $3,147+31.9% | $2,933+41.5% | $4,379-5.2% |
| Participant deferral / active EE | $1,312 | $5,118-74.4% | $4,709-72.1% | $6,730-80.5% |
| Admin fee / account holder | $6,721 | $7,736-13.1% | $7,244-7.2% | $14,365-53.2% |