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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 | $35,312 | $114,119-69.1% | $107,187-67.1% | $138,895-74.6% |
| Participation rate | 68.8% | 78.1%-9.3pp | 75.0%-6.3pp | 79.9%-11.2pp |
| Annual return | 7.93% | 273.21%-265.3pp | 204.55%-196.6pp | 145.39%-137.5pp |
| Employer contribution / active EE | $894 | $4,059-78.0% | $3,782-76.4% | $4,194-78.7% |
| Participant deferral / active EE | $2,586 | $5,538-53.3% | $5,096-49.3% | $6,396-59.6% |
| Admin fee / account holder | $22,955 | $10,024+129.0% | $9,162+150.5% | $12,562+82.7% |