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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 | $29,069 | $160,028-81.8% | $147,080-80.2% | $145,884-80.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.95% | 98.60%-90.7pp | 420.17%-412.2pp | 551.85%-543.9pp |
| Employer contribution / active EE | $2,324 | $5,286-56.0% | $4,933-52.9% | $4,662-50.2% |
| Participant deferral / active EE | $3,200 | $8,422-62.0% | $8,066-60.3% | $6,690-52.2% |
| Admin fee / account holder | $10,885 | $15,030-27.6% | $12,989-16.2% | $13,392-18.7% |