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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 | $32,236 | $78,690-59.0% | $161,489-80.0% | $87,485-63.2% |
| Participation rate | 63.3% | 67.5%-4.1pp | 78.7%-15.4pp | 68.9%-5.6pp |
| Annual return | 10.73% | 32.74%-22.0pp | 89.72%-79.0pp | 26.06%-15.3pp |
| Employer contribution / active EE | $1,183 | $2,588-54.3% | $4,268-72.3% | $2,596-54.4% |
| Participant deferral / active EE | $3,051 | $3,311-7.9% | $5,630-45.8% | $4,274-28.6% |
| Admin fee / account holder | $2,911 | $6,724-56.7% | $16,006-81.8% | $7,775-62.6% |