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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 | $34,981 | $106,008-67.0% | $92,240-62.1% | $147,586-76.3% |
| Participation rate | 54.5% | 80.4%-25.9pp | 76.5%-21.9pp | 82.8%-28.3pp |
| Annual return | 4.25% | 50.05%-45.8pp | 176.29%-172.0pp | 578.59%-574.3pp |
| Employer contribution / active EE | $2,228 | $4,333-48.6% | $3,680-39.4% | $4,876-54.3% |
| Participant deferral / active EE | $1,636 | $4,478-63.5% | $3,897-58.0% | $5,439-69.9% |
| Admin fee / account holder | $7,355 | $6,333+16.1% | $5,194+41.6% | $10,886-32.4% |