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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 | $79,024 | $86,298-8.4% | $111,308-29.0% | $85,847-7.9% |
| Participation rate | 32.6% | 73.3%-40.8pp | 77.3%-44.8pp | 69.3%-36.8pp |
| Annual return | 10.52% | 19.99%-9.5pp | 54.67%-44.1pp | 318.61%-308.1pp |
| Employer contribution / active EE | $946 | $2,044-53.7% | $2,732-65.4% | $2,565-63.1% |
| Participant deferral / active EE | $1,937 | $3,641-46.8% | $4,487-56.8% | $3,952-51.0% |
| Admin fee / account holder | $16,655 | $8,189+103.4% | $7,965+109.1% | $6,261+166.0% |