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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 | $42,263 | $111,830-62.2% | $93,696-54.9% | $145,884-71.0% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.2pp |
| Annual return | 7.46% | 204.08%-196.6pp | 133.74%-126.3pp | 551.85%-544.4pp |
| Employer contribution / active EE | $693 | $3,093-77.6% | $2,422-71.4% | $4,662-85.1% |
| Participant deferral / active EE | $3,794 | $4,920-22.9% | $4,417-14.1% | $6,690-43.3% |
| Admin fee / account holder | $1,276 | $10,249-87.6% | $8,287-84.6% | $13,392-90.5% |