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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 | $29,565 | $111,830-73.6% | $93,696-68.4% | $145,884-79.7% |
| Participation rate | 45.0% | 74.2%-29.2pp | 68.7%-23.7pp | 80.3%-35.3pp |
| Annual return | 1.32% | 204.08%-202.8pp | 133.74%-132.4pp | 551.85%-550.5pp |
| Employer contribution / active EE | $2,653 | $3,093-14.2% | $2,422+9.5% | $4,662-43.1% |
| Participant deferral / active EE | $5,785 | $4,920+17.6% | $4,417+31.0% | $6,690-13.5% |
| Admin fee / account holder | $5,649 | $10,249-44.9% | $8,287-31.8% | $13,392-57.8% |