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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 | $34,002 | $132,099-74.3% | $115,599-70.6% | $138,895-75.5% |
| Participation rate | 65.0% | 77.9%-12.9pp | 74.3%-9.3pp | 79.9%-14.9pp |
| Annual return | 7.99% | 176.76%-168.8pp | 111.10%-103.1pp | 145.39%-137.4pp |
| Employer contribution / active EE | $1,071 | $3,416-68.6% | $2,955-63.7% | $4,194-74.5% |
| Participant deferral / active EE | $3,196 | $5,617-43.1% | $4,889-34.6% | $6,396-50.0% |
| Admin fee / account holder | $65,783 | $15,650+320.3% | $12,841+412.3% | $12,562+423.7% |