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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 | $44,734 | $160,040-72.0% | $147,096-69.6% | $145,877-69.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 9.01% | 98.49%-89.5pp | 419.75%-410.7pp | 551.28%-542.3pp |
| Employer contribution / active EE | $1,859 | $5,289-64.9% | $4,936-62.3% | $4,663-60.1% |
| Participant deferral / active EE | $3,634 | $8,429-56.9% | $8,071-55.0% | $6,691-45.7% |
| Admin fee / account holder | $3,236 | $15,050-78.5% | $13,005-75.1% | $13,402-75.9% |