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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 | $32,336 | $209,336-84.6% | $197,124-83.6% | $137,256-76.4% |
| Participation rate | 57.1% | 87.3%-30.2pp | 86.7%-29.6pp | 80.0%-22.8pp |
| Annual return | 11.57% | 48.09%-36.5pp | 44.34%-32.8pp | 220.34%-208.8pp |
| Employer contribution / active EE | $2,273 | $6,591-65.5% | $6,227-63.5% | $4,156-45.3% |
| Participant deferral / active EE | $5,306 | $9,614-44.8% | $9,135-41.9% | $6,407-17.2% |
| Admin fee / account holder | $8,961 | $17,308-48.2% | $16,298-45.0% | $12,270-27.0% |