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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 | $43,692 | $157,296-72.2% | $141,191-69.1% | $152,897-71.4% |
| Participation rate | 68.8% | 84.8%-16.1pp | 82.5%-13.7pp | 82.5%-13.7pp |
| Annual return | 13.13% | 64.34%-51.2pp | 71.41%-58.3pp | 345.43%-332.3pp |
| Employer contribution / active EE | $1,717 | $5,262-67.4% | $4,736-63.8% | $4,764-64.0% |
| Participant deferral / active EE | $3,872 | $7,111-45.5% | $6,710-42.3% | $5,851-33.8% |
| Admin fee / account holder | $3,640 | $12,125-70.0% | $10,264-64.5% | $11,599-68.6% |