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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 | $30,256 | $160,028-81.1% | $147,080-79.4% | $145,884-79.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.01% | 98.60%-91.6pp | 420.17%-413.2pp | 551.85%-544.8pp |
| Employer contribution / active EE | $3,107 | $5,286-41.2% | $4,933-37.0% | $4,662-33.4% |
| Participant deferral / active EE | $6,417 | $8,422-23.8% | $8,066-20.4% | $6,690-4.1% |
| Admin fee / account holder | $1,203 | $15,030-92.0% | $12,989-90.7% | $13,392-91.0% |