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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 | $34,520 | $70,366-50.9% | $66,674-48.2% | $138,895-75.1% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 12.46% | 386.41%-373.9pp | 321.24%-308.8pp | 145.39%-132.9pp |
| Employer contribution / active EE | $1,350 | $2,765-51.2% | $2,620-48.5% | $4,194-67.8% |
| Participant deferral / active EE | $11,861 | $4,374+171.2% | $4,084+190.4% | $6,396+85.4% |
| Admin fee / account holder | $4,049 | $5,262-23.1% | $5,098-20.6% | $12,562-67.8% |