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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 | $34,893 | $176,105-80.2% | $159,474-78.1% | $167,536-79.2% |
| Participation rate | 59.1% | 85.0%-25.9pp | 82.8%-23.7pp | 82.1%-23.0pp |
| Annual return | 9.76% | 331.91%-322.2pp | 263.68%-253.9pp | 478.82%-469.1pp |
| Employer contribution / active EE | $3,384 | $5,299-36.1% | $4,831-30.0% | $4,839-30.1% |
| Participant deferral / active EE | $4,461 | $7,751-42.5% | $7,353-39.3% | $6,342-29.7% |
| Admin fee / account holder | $14,425 | $12,559+14.9% | $10,802+33.5% | $12,315+17.1% |