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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 | $114,119-39.9% | $107,187-36.0% | $138,895-50.6% |
| Participation rate | 61.1% | 78.1%-17.0pp | 75.0%-13.9pp | 79.9%-18.8pp |
| Annual return | 10.27% | 273.21%-262.9pp | 204.55%-194.3pp | 145.39%-135.1pp |
| Employer contribution / active EE | $3,317 | $4,059-18.3% | $3,782-12.3% | $4,194-20.9% |
| Participant deferral / active EE | $6,218 | $5,538+12.3% | $5,096+22.0% | $6,396-2.8% |
| Admin fee / account holder | $19,345 | $10,024+93.0% | $9,162+111.1% | $12,562+54.0% |