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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 | $39,933 | $72,071-44.6% | $68,368-41.6% | $137,256-70.9% |
| Participation rate | 69.2% | 76.2%-7.0pp | 73.8%-4.5pp | 80.0%-10.7pp |
| Annual return | 10.74% | 353.14%-342.4pp | 292.57%-281.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,650 | $2,788-40.8% | $2,649-37.7% | $4,156-60.3% |
| Participant deferral / active EE | $4,935 | $4,410+11.9% | $4,123+19.7% | $6,407-23.0% |
| Admin fee / account holder | $770 | $5,336-85.6% | $5,150-85.1% | $12,270-93.7% |