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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 | $38,226 | $111,787-65.8% | $93,681-59.2% | $145,978-73.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 4.96% | 203.52%-198.6pp | 133.47%-128.5pp | 550.52%-545.6pp |
| Employer contribution / active EE | $1,779 | $3,093-42.5% | $2,422-26.6% | $4,662-61.8% |
| Participant deferral / active EE | $1,920 | $4,918-60.9% | $4,415-56.5% | $6,690-71.3% |
| Admin fee / account holder | $537 | $10,256-94.8% | $8,290-93.5% | $13,400-96.0% |