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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 | $41,861 | $225,673-81.5% | $203,872-79.5% | $155,188-73.0% |
| Participation rate | 63.6% | 80.3%-16.7pp | 77.8%-14.2pp | 80.8%-17.2pp |
| Annual return | 4.36% | 95.91%-91.6pp | 85.11%-80.7pp | 148.84%-144.5pp |
| Employer contribution / active EE | $1,045 | $4,099-74.5% | $3,757-72.2% | $4,248-75.4% |
| Participant deferral / active EE | $1,969 | $6,893-71.4% | $6,388-69.2% | $6,531-69.8% |
| Admin fee / account holder | $16,545 | $12,327+34.2% | $11,730+41.0% | $14,480+14.3% |