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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 | $68,778 | $111,535-38.3% | $105,223-34.6% | $137,256-49.9% |
| Participation rate | 68.8% | 78.1%-9.3pp | 75.0%-6.3pp | 80.0%-11.2pp |
| Annual return | 11.08% | 237.85%-226.8pp | 180.65%-169.6pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,413 | $3,939-64.1% | $3,689-61.7% | $4,156-66.0% |
| Participant deferral / active EE | $6,456 | $5,500+17.4% | $5,072+27.3% | $6,407+0.8% |
| Admin fee / account holder | $21,438 | $9,721+120.5% | $8,859+142.0% | $12,270+74.7% |