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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 | $37,027 | $53,837-31.2% | $75,714-51.1% | $85,847-56.9% |
| Participation rate | 69.0% | 69.1%-0.1pp | 74.8%-5.9pp | 69.3%-0.4pp |
| Annual return | 11.33% | 24.54%-13.2pp | 104.62%-93.3pp | 318.61%-307.3pp |
| Employer contribution / active EE | $776 | $2,017-61.5% | $2,744-71.7% | $2,565-69.8% |
| Participant deferral / active EE | $1,197 | $2,895-58.7% | $3,820-68.7% | $3,952-69.7% |
| Admin fee / account holder | $1,596 | $3,339-52.2% | $3,619-55.9% | $6,261-74.5% |