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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 | $129,737-72.9% | $119,126-70.5% | $154,746-77.3% |
| Participation rate | 45.5% | 78.9%-33.4pp | 75.8%-30.3pp | 80.7%-35.2pp |
| Annual return | 5.22% | 379.08%-373.9pp | 282.11%-276.9pp | 172.34%-167.1pp |
| Employer contribution / active EE | $2,022 | $4,375-53.8% | $4,034-49.9% | $4,379-53.8% |
| Participant deferral / active EE | $5,980 | $5,842+2.4% | $5,318+12.5% | $6,730-11.1% |
| Admin fee / account holder | $5,716 | $11,961-52.2% | $10,693-46.5% | $14,365-60.2% |