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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 | $41,686 | $78,636-47.0% | $105,607-60.5% | $74,459-44.0% |
| Participation rate | 69.9% | 72.8%-2.9pp | 75.3%-5.4pp | 67.2%+2.7pp |
| Annual return | 10.31% | 15.96%-5.6pp | 116.11%-105.8pp | 1369.70%-1359.4pp |
| Employer contribution / active EE | $1,532 | $2,523-39.3% | $3,167-51.6% | $2,626-41.6% |
| Participant deferral / active EE | $3,111 | $4,322-28.0% | $5,011-37.9% | $4,350-28.5% |
| Admin fee / account holder | $1,531 | $2,220-31.0% | $10,958-86.0% | $1,945-21.3% |