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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 | $36,725 | $111,535-67.1% | $105,223-65.1% | $137,256-73.2% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 8.13% | 237.85%-229.7pp | 180.65%-172.5pp | 220.34%-212.2pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,799 | $5,500-49.1% | $5,072-44.8% | $6,407-56.3% |
| Admin fee / account holder | $12,826 | $9,721+31.9% | $8,859+44.8% | $12,270+4.5% |