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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 | $34,261 | $160,070-78.6% | $147,117-76.7% | $145,897-76.5% |
| Participation rate | 42.1% | 84.0%-41.9pp | 82.2%-40.1pp | 80.3%-38.2pp |
| Annual return | 8.74% | 98.69%-89.9pp | 420.54%-411.8pp | 552.29%-543.6pp |
| Employer contribution / active EE | $2,744 | $5,285-48.1% | $4,932-44.4% | $4,663-41.2% |
| Participant deferral / active EE | $5,608 | $8,419-33.4% | $8,065-30.5% | $6,689-16.2% |
| Admin fee / account holder | $8,895 | $15,035-40.8% | $12,993-31.5% | $13,390-33.6% |