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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 | $32,181 | $139,948-77.0% | $121,663-73.5% | $154,746-79.2% |
| Participation rate | 57.1% | 78.0%-20.9pp | 74.5%-17.3pp | 80.7%-23.6pp |
| Annual return | 6.68% | 230.52%-223.8pp | 147.54%-140.9pp | 172.34%-165.7pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,722 | $5,629+37.2% | $4,887+58.0% | $6,730+14.7% |
| Admin fee / account holder | $36,928 | $17,321+113.2% | $14,289+158.4% | $14,365+157.1% |