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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 | $33,754 | $110,337-69.4% | $102,383-67.0% | $145,877-76.9% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 8.93% | 24.83%-15.9pp | 24.94%-16.0pp | 551.28%-542.4pp |
| Employer contribution / active EE | $9,983 | $4,216+136.8% | $3,870+157.9% | $4,663+114.1% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $11,269 | $9,750+15.6% | $8,391+34.3% | $13,402-15.9% |