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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 | $32,763 | $90,397-63.8% | $76,002-56.9% | $145,959-77.6% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 7.12% | 621.97%-614.8pp | 360.07%-352.9pp | 561.95%-554.8pp |
| Employer contribution / active EE | $2,352 | $3,317-29.1% | $2,688-12.5% | $4,661-49.5% |
| Participant deferral / active EE | $3,939 | $5,163-23.7% | $4,257-7.5% | $6,689-41.1% |
| Admin fee / account holder | $1,796 | $8,369-78.5% | $6,414-72.0% | $13,398-86.6% |