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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 | $32,962 | $115,796-71.5% | $101,264-67.4% | $158,950-79.3% |
| Participation rate | 64.3% | 79.4%-15.1pp | 75.8%-11.5pp | 82.0%-17.7pp |
| Annual return | 3.64% | 56.15%-52.5pp | 46.48%-42.8pp | 302.91%-299.3pp |
| Employer contribution / active EE | $2,004 | $4,175-52.0% | $3,660-45.3% | $4,762-57.9% |
| Participant deferral / active EE | $3,545 | $4,958-28.5% | $4,370-18.9% | $5,983-40.7% |
| Admin fee / account holder | $3,627 | $7,247-49.9% | $5,947-39.0% | $11,248-67.8% |