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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 | $72,804 | $96,678-24.7% | $86,640-16.0% | $139,466-47.8% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 10.20% | 106.69%-96.5pp | 592.52%-582.3pp | 373.66%-363.5pp |
| Employer contribution / active EE | $2,828 | $3,265-13.4% | $3,024-6.5% | $4,754-40.5% |
| Participant deferral / active EE | $4,176 | $4,837-13.7% | $4,438-5.9% | $6,712-37.8% |
| Admin fee / account holder | $1,839 | $6,410-71.3% | $5,616-67.2% | $11,409-83.9% |