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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 | $33,044 | $115,796-71.5% | $101,264-67.4% | $158,950-79.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 6.84% | 56.15%-49.3pp | 46.48%-39.6pp | 302.91%-296.1pp |
| Employer contribution / active EE | $1,166 | $4,175-72.1% | $3,660-68.1% | $4,762-75.5% |
| Participant deferral / active EE | $1,751 | $4,958-64.7% | $4,370-59.9% | $5,983-70.7% |
| Admin fee / account holder | $618 | $7,247-91.5% | $5,947-89.6% | $11,248-94.5% |