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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 | $37,321 | $98,766-62.2% | $149,730-75.1% | $79,852-53.3% |
| Participation rate | 55.9% | 75.8%-19.9pp | 82.5%-26.6pp | 69.6%-13.8pp |
| Annual return | 7.64% | 27.43%-19.8pp | 276.70%-269.1pp | 31.72%-24.1pp |
| Employer contribution / active EE | $1,676 | $3,217-47.9% | $4,645-63.9% | $2,471-32.2% |
| Participant deferral / active EE | $3,169 | $5,681-44.2% | $6,843-53.7% | $3,740-15.3% |
| Admin fee / account holder | $3,301 | $6,052-45.5% | $9,310-64.5% | $5,306-37.8% |