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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 | $68,585 | $111,535-38.5% | $105,223-34.8% | $137,256-50.0% |
| Participation rate | 61.1% | 78.1%-17.0pp | 75.0%-13.9pp | 80.0%-18.8pp |
| Annual return | 10.27% | 237.85%-227.6pp | 180.65%-170.4pp | 220.34%-210.1pp |
| Employer contribution / active EE | $3,317 | $3,939-15.8% | $3,689-10.1% | $4,156-20.2% |
| Participant deferral / active EE | $6,218 | $5,500+13.1% | $5,072+22.6% | $6,407-2.9% |
| Admin fee / account holder | $19,345 | $9,721+99.0% | $8,859+118.4% | $12,270+57.7% |