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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 | $166,242-80.3% | $165,071-80.1% | $145,884-77.5% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.6%-14.3pp | 80.3%-16.0pp |
| Annual return | 7.55% | 100.44%-92.9pp | 70.17%-62.6pp | 551.85%-544.3pp |
| Employer contribution / active EE | $3,128 | $5,283-40.8% | $4,347-28.1% | $4,662-32.9% |
| Participant deferral / active EE | $5,733 | $6,964-17.7% | $6,035-5.0% | $6,690-14.3% |
| Admin fee / account holder | $1,272 | $16,658-92.4% | $12,695-90.0% | $13,392-90.5% |