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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 | $32,412 | $111,785-71.0% | $93,669-65.4% | $145,877-77.8% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.2pp |
| Annual return | 6.61% | 203.79%-197.2pp | 133.59%-127.0pp | 551.28%-544.7pp |
| Employer contribution / active EE | $855 | $3,096-72.4% | $2,424-64.7% | $4,663-81.7% |
| Participant deferral / active EE | $4,977 | $4,919+1.2% | $4,416+12.7% | $6,691-25.6% |
| Admin fee / account holder | $2,722 | $10,256-73.5% | $8,291-67.2% | $13,402-79.7% |