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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 | $33,673 | $105,210-68.0% | $159,487-78.9% | $85,851-60.8% |
| Participation rate | 36.6% | 75.8%-39.2pp | 82.8%-46.2pp | 69.3%-32.7pp |
| Annual return | 12.34% | 45.08%-32.7pp | 263.71%-251.4pp | 318.63%-306.3pp |
| Employer contribution / active EE | $2,167 | $3,319-34.7% | $4,831-55.1% | $2,565-15.5% |
| Participant deferral / active EE | $5,284 | $5,946-11.1% | $7,354-28.1% | $3,952+33.7% |
| Admin fee / account holder | $2,920 | $6,934-57.9% | $10,804-73.0% | $6,261-53.4% |