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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 | $44,554 | $209,424-78.7% | $178,510-75.0% | $158,988-72.0% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 1.42% | 188.82%-187.4pp | 151.13%-149.7pp | 303.00%-301.6pp |
| Employer contribution / active EE | $2,964 | $5,707-48.1% | $5,011-40.9% | $4,763-37.8% |
| Participant deferral / active EE | $3,402 | $5,955-42.9% | $5,202-34.6% | $5,983-43.1% |
| Admin fee / account holder | $3,999 | $17,080-76.6% | $13,988-71.4% | $11,252-64.5% |