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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 | $33,561 | $111,814-70.0% | $103,378-67.5% | $145,978-77.0% |
| Participation rate | 35.7% | 77.9%-42.2pp | 74.5%-38.8pp | 80.3%-44.6pp |
| Annual return | 6.48% | 24.80%-18.3pp | 24.91%-18.4pp | 550.52%-544.0pp |
| Employer contribution / active EE | $1,328 | $4,215-68.5% | $3,870-65.7% | $4,662-71.5% |
| Participant deferral / active EE | $2,484 | $5,618-55.8% | $5,058-50.9% | $6,690-62.9% |
| Admin fee / account holder | $15,549 | $9,764+59.3% | $8,401+85.1% | $13,400+16.0% |