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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 | $83,506 | $150,435-44.5% | $120,580-30.7% | $145,897-42.8% |
| Participation rate | 39.1% | 78.8%-39.7pp | 72.0%-32.8pp | 80.3%-41.2pp |
| Annual return | 1.99% | 154.60%-152.6pp | 107.48%-105.5pp | 552.29%-550.3pp |
| Employer contribution / active EE | $1,879 | $4,352-56.8% | $3,469-45.8% | $4,663-59.7% |
| Participant deferral / active EE | $3,887 | $6,174-37.0% | $4,995-22.2% | $6,689-41.9% |
| Admin fee / account holder | $16,596 | $12,182+36.2% | $9,418+76.2% | $13,390+23.9% |