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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 | $41,654 | $157,296-73.5% | $141,191-70.5% | $152,897-72.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 3.74% | 64.34%-60.6pp | 71.41%-67.7pp | 345.43%-341.7pp |
| Employer contribution / active EE | $2,292 | $5,262-56.4% | $4,736-51.6% | $4,764-51.9% |
| Participant deferral / active EE | $9,769 | $7,111+37.4% | $6,710+45.6% | $5,851+67.0% |
| Admin fee / account holder | $21,022 | $12,125+73.4% | $10,264+104.8% | $11,599+81.2% |