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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 | $39,978 | $160,040-75.0% | $147,096-72.8% | $145,877-72.6% |
| Participation rate | 69.6% | 84.0%-14.5pp | 82.2%-12.6pp | 80.3%-10.7pp |
| Annual return | 8.79% | 98.49%-89.7pp | 419.75%-411.0pp | 551.28%-542.5pp |
| Employer contribution / active EE | $1,438 | $5,289-72.8% | $4,936-70.9% | $4,663-69.2% |
| Participant deferral / active EE | $4,219 | $8,429-49.9% | $8,071-47.7% | $6,691-36.9% |
| Admin fee / account holder | $587 | $15,050-96.1% | $13,005-95.5% | $13,402-95.6% |