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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 | $34,646 | $108,911-68.2% | $100,392-65.5% | $145,884-76.3% |
| Participation rate | 55.6% | 83.0%-27.4pp | 81.5%-26.0pp | 80.3%-24.7pp |
| Annual return | 1.49% | 58.23%-56.7pp | 49.45%-48.0pp | 551.85%-550.4pp |
| Employer contribution / active EE | $1,587 | $4,420-64.1% | $3,941-59.7% | $4,662-66.0% |
| Participant deferral / active EE | $6,352 | $8,459-24.9% | $8,090-21.5% | $6,690-5.1% |
| Admin fee / account holder | $357 | $9,698-96.3% | $7,904-95.5% | $13,392-97.3% |