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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 | $33,717 | $61,125-44.8% | $94,057-64.2% | $87,485-61.5% |
| Participation rate | 62.2% | 64.1%-1.8pp | 73.3%-11.1pp | 68.9%-6.7pp |
| Annual return | 8.99% | 35.20%-26.2pp | 480.62%-471.6pp | 26.06%-17.1pp |
| Employer contribution / active EE | $1,867 | $2,136-12.6% | $2,933-36.4% | $2,596-28.1% |
| Participant deferral / active EE | $4,078 | $3,260+25.1% | $4,709-13.4% | $4,274-4.6% |
| Admin fee / account holder | $4,136 | $5,629-26.5% | $7,244-42.9% | $7,775-46.8% |