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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 | $65,437 | $107,941-39.4% | $91,994-28.9% | $152,909-57.2% |
| Participation rate | 57.1% | 81.2%-24.0pp | 78.6%-21.5pp | 82.5%-25.3pp |
| Annual return | 11.60% | 89.28%-77.7pp | 69.04%-57.4pp | 345.46%-333.9pp |
| Employer contribution / active EE | $1,100 | $4,212-73.9% | $3,453-68.1% | $4,764-76.9% |
| Participant deferral / active EE | $8,472 | $6,366+33.1% | $5,924+43.0% | $5,851+44.8% |
| Admin fee / account holder | $22,651 | $10,521+115.3% | $7,744+192.5% | $11,601+95.3% |