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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 | $35,312 | $111,535-68.3% | $105,223-66.4% | $137,256-74.3% |
| Participation rate | 68.8% | 78.1%-9.3pp | 75.0%-6.3pp | 80.0%-11.2pp |
| Annual return | 7.93% | 237.85%-229.9pp | 180.65%-172.7pp | 220.34%-212.4pp |
| Employer contribution / active EE | $894 | $3,939-77.3% | $3,689-75.8% | $4,156-78.5% |
| Participant deferral / active EE | $2,586 | $5,500-53.0% | $5,072-49.0% | $6,407-59.6% |
| Admin fee / account holder | $22,955 | $9,721+136.1% | $8,859+159.1% | $12,270+87.1% |