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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 | $82,638 | $111,535-25.9% | $105,223-21.5% | $137,256-39.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 11.33% | 237.85%-226.5pp | 180.65%-169.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $2,032 | $3,939-48.4% | $3,689-44.9% | $4,156-51.1% |
| Participant deferral / active EE | $3,949 | $5,500-28.2% | $5,072-22.1% | $6,407-38.4% |
| Admin fee / account holder | $5,673 | $9,721-41.6% | $8,859-36.0% | $12,270-53.8% |