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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 | $22,252 | $149,040-85.1% | $120,225-81.5% | $137,256-83.8% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 8.39% | 605.68%-597.3pp | 439.23%-430.8pp | 220.34%-212.0pp |
| Employer contribution / active EE | $1,506 | $4,350-65.4% | $3,475-56.7% | $4,156-63.8% |
| Participant deferral / active EE | $3,971 | $4,655-14.7% | $3,999-0.7% | $6,407-38.0% |
| Admin fee / account holder | $8,348 | $6,348+31.5% | $5,696+46.5% | $12,270-32.0% |