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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 | $43,563 | $96,691-54.9% | $86,656-49.7% | $139,487-68.8% |
| Participation rate | 64.7% | 74.4%-9.7pp | 71.7%-7.0pp | 80.3%-15.6pp |
| Annual return | 8.24% | 106.87%-98.6pp | 593.09%-584.9pp | 373.84%-365.6pp |
| Employer contribution / active EE | $2,731 | $3,267-16.4% | $3,025-9.7% | $4,755-42.6% |
| Participant deferral / active EE | $1,530 | $4,838-68.4% | $4,439-65.5% | $6,713-77.2% |
| Admin fee / account holder | $6,245 | $6,414-2.6% | $5,619+11.1% | $11,407-45.3% |