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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 | $31,201 | $175,259-82.2% | $149,723-79.2% | $139,487-77.6% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 9.35% | 166.82%-157.5pp | 134.50%-125.1pp | 373.84%-364.5pp |
| Employer contribution / active EE | $1,493 | $5,478-72.7% | $4,821-69.0% | $4,755-68.6% |
| Participant deferral / active EE | $6,840 | $6,522+4.9% | $5,682+20.4% | $6,713+1.9% |
| Admin fee / account holder | $4,639 | $16,158-71.3% | $13,215-64.9% | $11,407-59.3% |