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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 | $35,963 | $201,372-82.1% | $184,260-80.5% | $145,884-75.3% |
| Participation rate | 65.0% | 87.5%-22.5pp | 86.8%-21.8pp | 80.3%-15.3pp |
| Annual return | 9.43% | 29.04%-19.6pp | 28.84%-19.4pp | 551.85%-542.4pp |
| Employer contribution / active EE | $1,548 | $7,024-78.0% | $6,427-75.9% | $4,662-66.8% |
| Participant deferral / active EE | $4,186 | $9,808-57.3% | $9,133-54.2% | $6,690-37.4% |
| Admin fee / account holder | $554 | $16,362-96.6% | $13,898-96.0% | $13,392-95.9% |