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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 | $71,611 | $72,071-0.6% | $68,368+4.7% | $137,256-47.8% |
| Participation rate | 45.0% | 76.2%-31.2pp | 73.8%-28.8pp | 80.0%-35.0pp |
| Annual return | 12.77% | 353.14%-340.4pp | 292.57%-279.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $829 | $2,788-70.2% | $2,649-68.7% | $4,156-80.0% |
| Participant deferral / active EE | $4,074 | $4,410-7.6% | $4,123-1.2% | $6,407-36.4% |
| Admin fee / account holder | $2,412 | $5,336-54.8% | $5,150-53.2% | $12,270-80.3% |