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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 | $33,812 | $100,970-66.5% | $96,576-65.0% | $137,256-75.4% |
| Participation rate | 33.3% | 82.6%-49.3pp | 81.4%-48.1pp | 80.0%-46.6pp |
| Annual return | 4.77% | 38.16%-33.4pp | 38.47%-33.7pp | 220.34%-215.6pp |
| Employer contribution / active EE | $1,981 | $3,809-48.0% | $3,553-44.3% | $4,156-52.3% |
| Participant deferral / active EE | $8,162 | $8,286-1.5% | $7,956+2.6% | $6,407+27.4% |
| Admin fee / account holder | $643 | $11,312-94.3% | $11,381-94.4% | $12,270-94.8% |