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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 | $35,148 | $111,535-68.5% | $105,223-66.6% | $137,256-74.4% |
| Participation rate | 45.5% | 78.1%-32.6pp | 75.0%-29.6pp | 80.0%-34.5pp |
| Annual return | 5.22% | 237.85%-232.6pp | 180.65%-175.4pp | 220.34%-215.1pp |
| Employer contribution / active EE | $2,022 | $3,939-48.7% | $3,689-45.2% | $4,156-51.3% |
| Participant deferral / active EE | $5,980 | $5,500+8.7% | $5,072+17.9% | $6,407-6.7% |
| Admin fee / account holder | $5,716 | $9,721-41.2% | $8,859-35.5% | $12,270-53.4% |