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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 | $64,937 | $100,203-35.2% | $85,240-23.8% | $145,897-55.5% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 7.12% | 84.28%-77.2pp | 66.75%-59.6pp | 552.29%-545.2pp |
| Employer contribution / active EE | $1,110 | $3,242-65.8% | $2,735-59.4% | $4,663-76.2% |
| Participant deferral / active EE | $3,331 | $5,299-37.1% | $4,527-26.4% | $6,689-50.2% |
| Admin fee / account holder | $1,493 | $7,265-79.4% | $6,165-75.8% | $13,390-88.9% |