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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 | $32,810 | $166,131-80.3% | $164,975-80.1% | $145,877-77.5% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.6%-14.3pp | 80.3%-16.0pp |
| Annual return | 7.55% | 100.37%-92.8pp | 70.12%-62.6pp | 551.28%-543.7pp |
| Employer contribution / active EE | $3,128 | $5,276-40.7% | $4,343-28.0% | $4,663-32.9% |
| Participant deferral / active EE | $5,733 | $6,962-17.6% | $6,033-5.0% | $6,691-14.3% |
| Admin fee / account holder | $1,272 | $16,648-92.4% | $12,688-90.0% | $13,402-90.5% |