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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 | $32,493 | $112,729-71.2% | $98,716-67.1% | $137,256-76.3% |
| Participation rate | 40.9% | 74.2%-33.3pp | 69.3%-28.4pp | 80.0%-39.1pp |
| Annual return | 9.81% | 38.48%-28.7pp | 31.81%-22.0pp | 220.34%-210.5pp |
| Employer contribution / active EE | $759 | $2,725-72.1% | $2,279-66.7% | $4,156-81.7% |
| Participant deferral / active EE | $4,864 | $4,640+4.8% | $4,048+20.2% | $6,407-24.1% |
| Admin fee / account holder | $19,270 | $10,129+90.3% | $8,703+121.4% | $12,270+57.0% |