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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 | $35,248 | $106,247-66.8% | $96,515-63.5% | $139,466-74.7% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 8.97% | 38.47%-29.5pp | 35.73%-26.8pp | 373.66%-364.7pp |
| Employer contribution / active EE | $1,595 | $4,106-61.1% | $3,740-57.3% | $4,754-66.4% |
| Participant deferral / active EE | $7,849 | $5,456+43.9% | $4,880+60.9% | $6,712+16.9% |
| Admin fee / account holder | $303 | $7,885-96.2% | $6,735-95.5% | $11,409-97.3% |