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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 | $42,321 | $226,105-81.3% | $182,540-76.8% | $152,897-72.3% |
| Participation rate | 69.2% | 82.5%-13.2pp | 78.0%-8.7pp | 82.5%-13.2pp |
| Annual return | 2.03% | 192.58%-190.6pp | 148.58%-146.6pp | 345.43%-343.4pp |
| Employer contribution / active EE | $1,275 | $4,978-74.4% | $4,076-68.7% | $4,764-73.2% |
| Participant deferral / active EE | $2,381 | $6,370-62.6% | $5,525-56.9% | $5,851-59.3% |
| Admin fee / account holder | $11,561 | $10,706+8.0% | $8,593+34.5% | $11,599-0.3% |