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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 | $68,982 | $111,535-38.2% | $105,223-34.4% | $137,256-49.7% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 80.0%-25.4pp |
| Annual return | 10.22% | 237.85%-227.6pp | 180.65%-170.4pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,106 | $3,939-71.9% | $3,689-70.0% | $4,156-73.4% |
| Participant deferral / active EE | $1,780 | $5,500-67.6% | $5,072-64.9% | $6,407-72.2% |
| Admin fee / account holder | $10,448 | $9,721+7.5% | $8,859+17.9% | $12,270-14.8% |