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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 | $35,938 | $86,294-58.4% | $111,303-67.7% | $85,856-58.1% |
| Participation rate | 69.6% | 73.3%-3.7pp | 77.3%-7.7pp | 69.3%+0.3pp |
| Annual return | 9.48% | 19.99%-10.5pp | 54.66%-45.2pp | 318.58%-309.1pp |
| Employer contribution / active EE | $638 | $2,043-68.8% | $2,731-76.7% | $2,565-75.1% |
| Participant deferral / active EE | $1,882 | $3,641-48.3% | $4,487-58.1% | $3,952-52.4% |
| Admin fee / account holder | $6,074 | $8,189-25.8% | $7,966-23.7% | $6,261-3.0% |