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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 | $31,580 | $148,629-78.8% | $135,982-76.8% | $139,487-77.4% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 6.61% | 79.33%-72.7pp | 68.32%-61.7pp | 373.84%-367.2pp |
| Employer contribution / active EE | $1,117 | $5,247-78.7% | $4,859-77.0% | $4,755-76.5% |
| Participant deferral / active EE | $2,864 | $8,102-64.7% | $7,760-63.1% | $6,713-57.3% |
| Admin fee / account holder | $665 | $12,406-94.6% | $10,767-93.8% | $11,407-94.2% |