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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 | $64,147 | $202,342-68.3% | $172,752-62.9% | $152,897-58.0% |
| Participation rate | 54.2% | 87.1%-32.9pp | 82.6%-28.5pp | 82.5%-28.3pp |
| Annual return | 7.40% | 1029.83%-1022.4pp | 802.97%-795.6pp | 345.43%-338.0pp |
| Employer contribution / active EE | $1,660 | $5,858-71.7% | $5,144-67.7% | $4,764-65.2% |
| Participant deferral / active EE | $3,182 | $5,948-46.5% | $5,198-38.8% | $5,851-45.6% |
| Admin fee / account holder | $19,022 | $17,111+11.2% | $13,955+36.3% | $11,599+64.0% |