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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 | $35,995 | $110,039-67.3% | $97,260-63.0% | $145,884-75.3% |
| Participation rate | 55.0% | 75.9%-20.9pp | 72.7%-17.7pp | 80.3%-25.3pp |
| Annual return | 6.86% | 244.44%-237.6pp | 75.54%-68.7pp | 551.85%-545.0pp |
| Employer contribution / active EE | $1,515 | $3,074-50.7% | $2,721-44.3% | $4,662-67.5% |
| Participant deferral / active EE | $2,495 | $4,674-46.6% | $4,262-41.4% | $6,690-62.7% |
| Admin fee / account holder | $6,620 | $6,204+6.7% | $5,640+17.4% | $13,392-50.6% |