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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 | $77,547 | $77,157+0.5% | $108,405-28.5% | $85,851-9.7% |
| Participation rate | 39.2% | 74.7%-35.4pp | 80.1%-40.9pp | 69.3%-30.1pp |
| Annual return | 11.69% | 44.55%-32.9pp | 905.55%-893.9pp | 318.63%-306.9pp |
| Employer contribution / active EE | $2,428 | $2,379+2.1% | $3,559-31.8% | $2,565-5.3% |
| Participant deferral / active EE | $3,534 | $5,567-36.5% | $6,563-46.2% | $3,952-10.6% |
| Admin fee / account holder | $5,210 | $5,174+0.7% | $7,297-28.6% | $6,261-16.8% |