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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 | $54,818 | $72,071-23.9% | $68,368-19.8% | $137,256-60.1% |
| Participation rate | 64.3% | 76.2%-12.0pp | 73.8%-9.5pp | 80.0%-15.7pp |
| Annual return | 13.02% | 353.14%-340.1pp | 292.57%-279.6pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,367 | $2,788-15.1% | $2,649-10.7% | $4,156-43.1% |
| Participant deferral / active EE | $3,346 | $4,410-24.1% | $4,123-18.8% | $6,407-47.8% |
| Admin fee / account holder | $5,994 | $5,336+12.3% | $5,150+16.4% | $12,270-51.1% |