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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 | $33,360 | $226,105-85.2% | $182,540-81.7% | $152,897-78.2% |
| Participation rate | 64.7% | 82.5%-17.8pp | 78.0%-13.3pp | 82.5%-17.7pp |
| Annual return | 5.56% | 192.58%-187.0pp | 148.58%-143.0pp | 345.43%-339.9pp |
| Employer contribution / active EE | $2,676 | $4,978-46.3% | $4,076-34.3% | $4,764-43.8% |
| Participant deferral / active EE | $4,205 | $6,370-34.0% | $5,525-23.9% | $5,851-28.1% |
| Admin fee / account holder | $1,444 | $10,706-86.5% | $8,593-83.2% | $11,599-87.6% |