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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 | $31,983 | $148,623-78.5% | $135,974-76.5% | $139,466-77.1% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 12.03% | 79.30%-67.3pp | 68.30%-56.3pp | 373.66%-361.6pp |
| Employer contribution / active EE | $2,373 | $5,246-54.8% | $4,859-51.2% | $4,754-50.1% |
| Participant deferral / active EE | $3,979 | $8,103-50.9% | $7,760-48.7% | $6,712-40.7% |
| Admin fee / account holder | $782 | $12,406-93.7% | $10,767-92.7% | $11,409-93.1% |