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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 | $34,226 | $99,875-65.7% | $146,866-76.7% | $86,983-60.7% |
| Participation rate | 56.8% | 75.8%-19.0pp | 82.5%-25.8pp | 69.5%-12.8pp |
| Annual return | 11.82% | 28.10%-16.3pp | 102.85%-91.0pp | 25.83%-14.0pp |
| Employer contribution / active EE | $1,119 | $3,224-65.3% | $4,425-74.7% | $2,584-56.7% |
| Participant deferral / active EE | $2,457 | $6,322-61.1% | $7,759-68.3% | $4,194-41.4% |
| Admin fee / account holder | $841 | $7,838-89.3% | $13,620-93.8% | $7,856-89.3% |