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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 | $57,493 | $111,535-48.5% | $105,223-45.4% | $137,256-58.1% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 9.94% | 237.85%-227.9pp | 180.65%-170.7pp | 220.34%-210.4pp |
| Employer contribution / active EE | $3,903 | $3,939-0.9% | $3,689+5.8% | $4,156-6.1% |
| Participant deferral / active EE | $5,334 | $5,500-3.0% | $5,072+5.2% | $6,407-16.7% |
| Admin fee / account holder | $6,723 | $9,721-30.8% | $8,859-24.1% | $12,270-45.2% |