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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 | $35,569 | $103,392-65.6% | $87,104-59.2% | $152,897-76.7% |
| Participation rate | 61.5% | 79.4%-17.8pp | 76.9%-15.3pp | 82.5%-20.9pp |
| Annual return | 7.92% | 28.10%-20.2pp | 28.19%-20.3pp | 345.43%-337.5pp |
| Employer contribution / active EE | $1,381 | $3,221-57.1% | $2,521-45.2% | $4,764-71.0% |
| Participant deferral / active EE | $2,314 | $4,778-51.6% | $4,048-42.8% | $5,851-60.5% |
| Admin fee / account holder | $1,792 | $12,194-85.3% | $7,491-76.1% | $11,599-84.5% |