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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 | $36,235 | $72,071-49.7% | $68,368-47.0% | $137,256-73.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 12.69% | 353.14%-340.5pp | 292.57%-279.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,164 | $2,788-22.4% | $2,649-18.3% | $4,156-47.9% |
| Participant deferral / active EE | $6,370 | $4,410+44.4% | $4,123+54.5% | $6,407-0.6% |
| Admin fee / account holder | $19,625 | $5,336+267.8% | $5,150+281.1% | $12,270+59.9% |