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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 | $32,831 | $111,535-70.6% | $105,223-68.8% | $137,256-76.1% |
| Participation rate | 56.3% | 78.1%-21.8pp | 75.0%-18.8pp | 80.0%-23.7pp |
| Annual return | 8.32% | 237.85%-229.5pp | 180.65%-172.3pp | 220.34%-212.0pp |
| Employer contribution / active EE | $1,466 | $3,939-62.8% | $3,689-60.2% | $4,156-64.7% |
| Participant deferral / active EE | $3,164 | $5,500-42.5% | $5,072-37.6% | $6,407-50.6% |
| Admin fee / account holder | $8,850 | $9,721-9.0% | $8,859-0.1% | $12,270-27.9% |