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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 | $39,480 | $70,121-43.7% | $63,803-38.1% | $138,895-71.6% |
| Participation rate | 69.2% | 77.2%-8.0pp | 72.7%-3.5pp | 79.9%-10.7pp |
| Annual return | 8.70% | 946.48%-937.8pp | 543.72%-535.0pp | 145.39%-136.7pp |
| Employer contribution / active EE | $3,372 | $2,882+17.0% | $2,532+33.2% | $4,194-19.6% |
| Participant deferral / active EE | $7,244 | $4,535+59.7% | $3,843+88.5% | $6,396+13.3% |
| Admin fee / account holder | $17,623 | $6,738+161.6% | $5,196+239.1% | $12,562+40.3% |