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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 | $76,643 | $72,071+6.3% | $68,368+12.1% | $137,256-44.2% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 11.01% | 353.14%-342.1pp | 292.57%-281.6pp | 220.34%-209.3pp |
| Employer contribution / active EE | $3,313 | $2,788+18.8% | $2,649+25.1% | $4,156-20.3% |
| Participant deferral / active EE | $3,572 | $4,410-19.0% | $4,123-13.4% | $6,407-44.2% |
| Admin fee / account holder | $1,700 | $5,336-68.1% | $5,150-67.0% | $12,270-86.1% |