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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 | $44,048 | $72,071-38.9% | $68,368-35.6% | $137,256-67.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 13.07% | 353.14%-340.1pp | 292.57%-279.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $6,470 | $2,788+132.1% | $2,649+144.2% | $4,156+55.7% |
| Participant deferral / active EE | $6,103 | $4,410+38.4% | $4,123+48.0% | $6,407-4.7% |
| Admin fee / account holder | $489 | $5,336-90.8% | $5,150-90.5% | $12,270-96.0% |