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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 | $32,522 | $85,002-61.7% | $76,278-57.4% | $145,978-77.7% |
| Participation rate | 55.6% | 82.9%-27.3pp | 79.2%-23.7pp | 80.3%-24.7pp |
| Annual return | 7.42% | 13.11%-5.7pp | 13.77%-6.4pp | 550.52%-543.1pp |
| Employer contribution / active EE | $1,465 | $5,261-72.2% | $4,584-68.0% | $4,662-68.6% |
| Participant deferral / active EE | $1,828 | $6,390-71.4% | $5,478-66.6% | $6,690-72.7% |
| Admin fee / account holder | $3,394 | $5,760-41.1% | $5,131-33.8% | $13,400-74.7% |