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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 | $35,575 | $117,846-69.8% | $102,434-65.3% | $145,884-75.6% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 7.41% | 31.90%-24.5pp | 29.46%-22.0pp | 551.85%-544.4pp |
| Employer contribution / active EE | $927 | $3,615-74.4% | $3,023-69.3% | $4,662-80.1% |
| Participant deferral / active EE | $4,212 | $5,733-26.5% | $5,055-16.7% | $6,690-37.0% |
| Admin fee / account holder | $8,119 | $13,356-39.2% | $9,462-14.2% | $13,392-39.4% |