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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 | $52,775 | $58,391-9.6% | $76,667-31.2% | $72,976-27.7% |
| Participation rate | 60.0% | 67.4%-7.4pp | 72.1%-12.1pp | 69.5%-9.5pp |
| Annual return | 11.48% | 2306.65%-2295.2pp | 1166.74%-1155.3pp | 81.02%-69.5pp |
| Employer contribution / active EE | $2,345 | $1,787+31.3% | $2,303+1.8% | $2,440-3.9% |
| Participant deferral / active EE | $2,365 | $2,690-12.1% | $3,336-29.1% | $3,608-34.4% |
| Admin fee / account holder | $7,969 | $4,014+98.5% | $6,423+24.1% | $5,124+55.5% |