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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 | $36,520 | $96,508-62.2% | $75,901-51.9% | $152,897-76.1% |
| Participation rate | 61.9% | 76.2%-14.3pp | 69.3%-7.4pp | 82.5%-20.5pp |
| Annual return | 7.30% | 33.99%-26.7pp | 30.76%-23.5pp | 345.43%-338.1pp |
| Employer contribution / active EE | $1,818 | $3,310-45.1% | $2,501-27.3% | $4,764-61.8% |
| Participant deferral / active EE | $2,436 | $4,554-46.5% | $3,603-32.4% | $5,851-58.4% |
| Admin fee / account holder | $1,371 | $8,081-83.0% | $5,420-74.7% | $11,599-88.2% |