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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 | $38,603 | $217,432-82.2% | $185,849-79.2% | $167,536-77.0% |
| Participation rate | 47.1% | 86.1%-39.0pp | 81.7%-34.6pp | 82.1%-35.1pp |
| Annual return | 8.06% | 148.42%-140.4pp | 122.10%-114.0pp | 478.82%-470.8pp |
| Employer contribution / active EE | $1,740 | $5,875-70.4% | $5,169-66.3% | $4,839-64.0% |
| Participant deferral / active EE | $2,788 | $6,357-56.1% | $5,569-49.9% | $6,342-56.0% |
| Admin fee / account holder | $4,292 | $19,818-78.3% | $16,244-73.6% | $12,315-65.1% |