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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 | $29,245 | $105,200-72.2% | $159,474-81.7% | $85,847-65.9% |
| Participation rate | 51.6% | 75.8%-24.2pp | 82.8%-31.2pp | 69.3%-17.7pp |
| Annual return | 10.59% | 45.08%-34.5pp | 263.68%-253.1pp | 318.61%-308.0pp |
| Employer contribution / active EE | $2,142 | $3,319-35.5% | $4,831-55.7% | $2,565-16.5% |
| Participant deferral / active EE | $3,588 | $5,946-39.6% | $7,353-51.2% | $3,952-9.2% |
| Admin fee / account holder | $3,233 | $6,934-53.4% | $10,802-70.1% | $6,261-48.4% |