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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 | $33,976 | $98,776-65.6% | $149,745-77.3% | $79,856-57.5% |
| Participation rate | 63.6% | 75.8%-12.2pp | 82.5%-18.8pp | 69.6%-6.0pp |
| Annual return | 11.82% | 27.38%-15.6pp | 276.72%-264.9pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,279 | $3,217-60.3% | $4,646-72.5% | $2,471-48.3% |
| Participant deferral / active EE | $3,028 | $5,681-46.7% | $6,843-55.7% | $3,741-19.0% |
| Admin fee / account holder | $379 | $6,053-93.7% | $9,312-95.9% | $5,306-92.9% |