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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 | $32,061 | $90,691-64.6% | $76,119-57.9% | $145,884-78.0% |
| Participation rate | 64.3% | 74.5%-10.2pp | 69.1%-4.8pp | 80.3%-16.0pp |
| Annual return | 4.24% | 624.52%-620.3pp | 361.25%-357.0pp | 551.85%-547.6pp |
| Employer contribution / active EE | $1,985 | $3,329-40.4% | $2,693-26.3% | $4,662-57.4% |
| Participant deferral / active EE | $4,441 | $5,167-14.1% | $4,259+4.3% | $6,690-33.6% |
| Admin fee / account holder | $8,147 | $8,383-2.8% | $6,421+26.9% | $13,392-39.2% |