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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 | $63,403 | $72,071-12.0% | $68,368-7.3% | $137,256-53.8% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 11.12% | 353.14%-342.0pp | 292.57%-281.5pp | 220.34%-209.2pp |
| Employer contribution / active EE | $3,213 | $2,788+15.3% | $2,649+21.3% | $4,156-22.7% |
| Participant deferral / active EE | $3,785 | $4,410-14.2% | $4,123-8.2% | $6,407-40.9% |
| Admin fee / account holder | $794 | $5,336-85.1% | $5,150-84.6% | $12,270-93.5% |