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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 | $51,580 | $165,399-68.8% | $149,745-65.6% | $158,982-67.6% |
| Participation rate | 68.8% | 84.6%-15.8pp | 82.5%-13.7pp | 82.0%-13.2pp |
| Annual return | 7.27% | 348.34%-341.1pp | 276.72%-269.5pp | 302.99%-295.7pp |
| Employer contribution / active EE | $1,936 | $5,105-62.1% | $4,646-58.3% | $4,763-59.4% |
| Participant deferral / active EE | $3,678 | $7,183-48.8% | $6,843-46.2% | $5,983-38.5% |
| Admin fee / account holder | $14,848 | $10,811+37.3% | $9,312+59.4% | $11,252+32.0% |