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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 | $38,141 | $175,257-78.2% | $149,717-74.5% | $139,456-72.7% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 8.39% | 166.70%-158.3pp | 134.41%-126.0pp | 373.45%-365.1pp |
| Employer contribution / active EE | $1,982 | $5,477-63.8% | $4,820-58.9% | $4,753-58.3% |
| Participant deferral / active EE | $3,252 | $6,521-50.1% | $5,682-42.8% | $6,711-51.6% |
| Admin fee / account holder | $359 | $16,156-97.8% | $13,213-97.3% | $11,407-96.9% |