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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 | $55,202 | $58,311-5.3% | $81,882-32.6% | $80,959-31.8% |
| Participation rate | 58.1% | 63.5%-5.3pp | 72.4%-14.2pp | 67.7%-9.5pp |
| Annual return | 8.41% | 41.85%-33.4pp | 779.47%-771.1pp | 35.67%-27.3pp |
| Employer contribution / active EE | $2,447 | $2,347+4.3% | $2,916-16.1% | $2,757-11.3% |
| Participant deferral / active EE | $4,948 | $3,287+50.5% | $4,323+14.5% | $4,300+15.1% |
| Admin fee / account holder | $37,510 | $4,752+689.3% | $7,360+409.7% | $6,925+441.6% |