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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 | $65,241 | $109,967-40.7% | $97,197-32.9% | $145,877-55.3% |
| Participation rate | 28.6% | 76.0%-47.4pp | 72.7%-44.1pp | 80.3%-51.7pp |
| Annual return | 7.03% | 244.27%-237.2pp | 75.47%-68.4pp | 551.28%-544.2pp |
| Employer contribution / active EE | $14,902 | $3,077+384.4% | $2,723+447.3% | $4,663+219.6% |
| Participant deferral / active EE | $4,013 | $4,676-14.2% | $4,263-5.9% | $6,691-40.0% |
| Admin fee / account holder | $2,530 | $6,199-59.2% | $5,637-55.1% | $13,402-81.1% |