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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 | $79,542 | $129,737-38.7% | $119,126-33.2% | $154,746-48.6% |
| Participation rate | 55.6% | 78.9%-23.3pp | 75.8%-20.2pp | 80.7%-25.1pp |
| Annual return | 7.31% | 379.08%-371.8pp | 282.11%-274.8pp | 172.34%-165.0pp |
| Employer contribution / active EE | $1,393 | $4,375-68.2% | $4,034-65.5% | $4,379-68.2% |
| Participant deferral / active EE | $3,812 | $5,842-34.8% | $5,318-28.3% | $6,730-43.4% |
| Admin fee / account holder | $15,234 | $11,961+27.4% | $10,693+42.5% | $14,365+6.1% |