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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 | $65,581 | $58,391+12.3% | $76,657-14.4% | $72,975-10.1% |
| Participation rate | 60.6% | 67.4%-6.8pp | 72.1%-11.5pp | 69.5%-8.9pp |
| Annual return | 13.98% | 2306.65%-2292.7pp | 1166.74%-1152.8pp | 81.01%-67.0pp |
| Employer contribution / active EE | $1,588 | $1,787-11.1% | $2,303-31.0% | $2,440-34.9% |
| Participant deferral / active EE | $3,679 | $2,690+36.7% | $3,335+10.3% | $3,608+2.0% |
| Admin fee / account holder | $1,586 | $4,014-60.5% | $6,423-75.3% | $5,124-69.0% |