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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 | $111,535-71.9% | $105,223-70.2% | $137,256-77.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 10.42% | 237.85%-227.4pp | 180.65%-170.2pp | 220.34%-209.9pp |
| Employer contribution / active EE | $1,064 | $3,939-73.0% | $3,689-71.2% | $4,156-74.4% |
| Participant deferral / active EE | $2,944 | $5,500-46.5% | $5,072-42.0% | $6,407-54.1% |
| Admin fee / account holder | $17,276 | $9,721+77.7% | $8,859+95.0% | $12,270+40.8% |