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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 | $39,564 | $107,368-63.2% | $92,915-57.4% | $152,909-74.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 5.81% | 145.64%-139.8pp | 109.45%-103.6pp | 345.46%-339.7pp |
| Employer contribution / active EE | $2,381 | $4,222-43.6% | $3,653-34.8% | $4,764-50.0% |
| Participant deferral / active EE | $2,311 | $4,848-52.3% | $4,238-45.5% | $5,851-60.5% |
| Admin fee / account holder | $414 | $7,082-94.1% | $5,796-92.9% | $11,601-96.4% |