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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 | $62,925 | $96,361-34.7% | $80,607-21.9% | $139,456-54.9% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 9.85% | 1350.95%-1341.1pp | 936.11%-926.3pp | 373.45%-363.6pp |
| Employer contribution / active EE | $2,000 | $3,262-38.7% | $2,724-26.6% | $4,753-57.9% |
| Participant deferral / active EE | $10,000 | $5,232+91.1% | $4,448+124.8% | $6,711+49.0% |
| Admin fee / account holder | $1,182 | $6,601-82.1% | $5,379-78.0% | $11,407-89.6% |