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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 | $31,516 | $111,878-71.8% | $93,727-66.4% | $145,897-78.4% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 7.14% | 204.28%-197.1pp | 133.83%-126.7pp | 552.29%-545.1pp |
| Employer contribution / active EE | $1,547 | $3,092-50.0% | $2,421-36.1% | $4,663-66.8% |
| Participant deferral / active EE | $2,763 | $4,920-43.8% | $4,417-37.4% | $6,689-58.7% |
| Admin fee / account holder | $7,584 | $10,256-26.1% | $8,292-8.5% | $13,390-43.4% |