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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 | $23,087 | $63,346-63.6% | $92,240-75.0% | $70,126-67.1% |
| Participation rate | 67.4% | 68.7%-1.3pp | 76.5%-9.1pp | 69.5%-2.2pp |
| Annual return | 11.88% | 530.19%-518.3pp | 176.29%-164.4pp | 73.15%-61.3pp |
| Employer contribution / active EE | $2,949 | $2,471+19.3% | $3,680-19.9% | $2,343+25.9% |
| Participant deferral / active EE | $1,422 | $2,854-50.2% | $3,897-63.5% | $3,332-57.3% |
| Admin fee / account holder | $3,164 | $3,841-17.6% | $5,194-39.1% | $4,645-31.9% |