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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 | $32,987 | $150,346-78.1% | $120,524-72.6% | $145,877-77.4% |
| Participation rate | 27.3% | 78.8%-51.5pp | 71.9%-44.7pp | 80.3%-53.0pp |
| Annual return | 8.07% | 154.40%-146.3pp | 107.36%-99.3pp | 551.28%-543.2pp |
| Employer contribution / active EE | $1,011 | $4,353-76.8% | $3,469-70.9% | $4,663-78.3% |
| Participant deferral / active EE | $5,035 | $6,172-18.4% | $4,994+0.8% | $6,691-24.7% |
| Admin fee / account holder | $40,751 | $12,215+233.6% | $9,440+331.7% | $13,402+204.1% |