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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 | $44,256 | $160,070-72.4% | $147,117-69.9% | $145,897-69.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 3.70% | 98.69%-95.0pp | 420.54%-416.8pp | 552.29%-548.6pp |
| Employer contribution / active EE | $1,786 | $5,285-66.2% | $4,932-63.8% | $4,663-61.7% |
| Participant deferral / active EE | $9,654 | $8,419+14.7% | $8,065+19.7% | $6,689+44.3% |
| Admin fee / account holder | $3,684 | $15,035-75.5% | $12,993-71.6% | $13,390-72.5% |