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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 | $52,079 | $111,535-53.3% | $105,223-50.5% | $137,256-62.1% |
| Participation rate | 68.8% | 78.1%-9.3pp | 75.0%-6.3pp | 80.0%-11.2pp |
| Annual return | 4.30% | 237.85%-233.6pp | 180.65%-176.3pp | 220.34%-216.0pp |
| Employer contribution / active EE | $1,548 | $3,939-60.7% | $3,689-58.0% | $4,156-62.8% |
| Participant deferral / active EE | $5,125 | $5,500-6.8% | $5,072+1.1% | $6,407-20.0% |
| Admin fee / account holder | $2,182 | $9,721-77.6% | $8,859-75.4% | $12,270-82.2% |