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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 | $36,990 | $103,008-64.1% | $90,304-59.0% | $152,897-75.8% |
| Participation rate | 63.6% | 75.9%-12.2pp | 73.3%-9.6pp | 82.5%-18.8pp |
| Annual return | 4.88% | 95.22%-90.3pp | 78.13%-73.3pp | 345.43%-340.5pp |
| Employer contribution / active EE | $2,730 | $3,139-13.0% | $2,855-4.4% | $4,764-42.7% |
| Participant deferral / active EE | $3,137 | $4,281-26.7% | $3,885-19.2% | $5,851-46.4% |
| Admin fee / account holder | $1,071 | $6,175-82.7% | $5,354-80.0% | $11,599-90.8% |