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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 | $160,040-81.8% | $147,096-80.2% | $145,877-80.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.95% | 98.49%-90.5pp | 419.75%-411.8pp | 551.28%-543.3pp |
| Employer contribution / active EE | $2,324 | $5,289-56.1% | $4,936-52.9% | $4,663-50.2% |
| Participant deferral / active EE | $3,200 | $8,429-62.0% | $8,071-60.4% | $6,691-52.2% |
| Admin fee / account holder | $10,885 | $15,050-27.7% | $13,005-16.3% | $13,402-18.8% |