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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 | $33,358 | $117,895-71.7% | $102,460-67.4% | $145,897-77.1% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.1pp |
| Annual return | 7.69% | 31.92%-24.2pp | 29.47%-21.8pp | 552.29%-544.6pp |
| Employer contribution / active EE | $1,144 | $3,619-68.4% | $3,025-62.2% | $4,663-75.5% |
| Participant deferral / active EE | $2,282 | $5,736-60.2% | $5,056-54.9% | $6,689-65.9% |
| Admin fee / account holder | $21,361 | $13,353+60.0% | $9,460+125.8% | $13,390+59.5% |