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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 | $33,082 | $226,105-85.4% | $182,540-81.9% | $152,897-78.4% |
| Participation rate | 65.2% | 82.5%-17.2pp | 78.0%-12.8pp | 82.5%-17.2pp |
| Annual return | 1.72% | 192.58%-190.9pp | 148.58%-146.9pp | 345.43%-343.7pp |
| Employer contribution / active EE | $1,207 | $4,978-75.8% | $4,076-70.4% | $4,764-74.7% |
| Participant deferral / active EE | $1,451 | $6,370-77.2% | $5,525-73.7% | $5,851-75.2% |
| Admin fee / account holder | $15,232 | $10,706+42.3% | $8,593+77.3% | $11,599+31.3% |