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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 | $41,567 | $125,184-66.8% | $105,607-60.6% | $145,884-71.5% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 8.01% | 225.00%-217.0pp | 116.11%-108.1pp | 551.85%-543.8pp |
| Employer contribution / active EE | $1,075 | $3,720-71.1% | $3,167-66.1% | $4,662-76.9% |
| Participant deferral / active EE | $5,689 | $5,714-0.4% | $5,011+13.5% | $6,690-15.0% |
| Admin fee / account holder | $31,471 | $17,133+83.7% | $10,958+187.2% | $13,392+135.0% |