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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 | $31,128 | $82,133-62.1% | $147,318-78.9% | $64,097-51.4% |
| Participation rate | 54.6% | 62.3%-7.7pp | 82.1%-27.4pp | 55.2%-0.6pp |
| Annual return | 9.29% | 78.78%-69.5pp | 70.43%-61.1pp | 34.64%-25.4pp |
| Employer contribution / active EE | $1,151 | $2,872-59.9% | $4,593-74.9% | $1,891-39.2% |
| Participant deferral / active EE | $1,578 | $5,407-70.8% | $7,906-80.0% | $3,080-48.8% |
| Admin fee / account holder | $9,421 | $3,730+152.6% | $13,708-31.3% | $3,454+172.7% |