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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 | $35,715 | $159,934-77.7% | $147,005-75.7% | $145,959-75.5% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 8.70% | 98.24%-89.5pp | 418.76%-410.1pp | 561.95%-553.2pp |
| Employer contribution / active EE | $1,027 | $5,287-80.6% | $4,934-79.2% | $4,661-78.0% |
| Participant deferral / active EE | $3,072 | $8,427-63.5% | $8,070-61.9% | $6,689-54.1% |
| Admin fee / account holder | $9,651 | $15,053-35.9% | $13,006-25.8% | $13,398-28.0% |