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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 | $31,854 | $96,691-67.1% | $86,656-63.2% | $139,487-77.2% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 3.52% | 106.87%-103.3pp | 593.09%-589.6pp | 373.84%-370.3pp |
| Employer contribution / active EE | $3,510 | $3,267+7.5% | $3,025+16.0% | $4,755-26.2% |
| Participant deferral / active EE | $5,084 | $4,838+5.1% | $4,439+14.5% | $6,713-24.3% |
| Admin fee / account holder | $5,162 | $6,414-19.5% | $5,619-8.1% | $11,407-54.7% |