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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 | $31,359 | $114,119-72.5% | $107,187-70.7% | $138,895-77.4% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 10.42% | 273.21%-262.8pp | 204.55%-194.1pp | 145.39%-135.0pp |
| Employer contribution / active EE | $1,064 | $4,059-73.8% | $3,782-71.9% | $4,194-74.6% |
| Participant deferral / active EE | $2,944 | $5,538-46.8% | $5,096-42.2% | $6,396-54.0% |
| Admin fee / account holder | $17,276 | $10,024+72.4% | $9,162+88.6% | $12,562+37.5% |