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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 | $70,366-9.9% | $66,674-4.9% | $138,895-54.4% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 11.12% | 386.41%-375.3pp | 321.24%-310.1pp | 145.39%-134.3pp |
| Employer contribution / active EE | $3,213 | $2,765+16.2% | $2,620+22.6% | $4,194-23.4% |
| Participant deferral / active EE | $3,785 | $4,374-13.5% | $4,084-7.3% | $6,396-40.8% |
| Admin fee / account holder | $794 | $5,262-84.9% | $5,098-84.4% | $12,562-93.7% |