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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 | $51,638-34.7% | $68,368-50.7% | $82,448-59.1% |
| Participation rate | 62.2% | 63.6%-1.4pp | 73.8%-11.5pp | 68.1%-5.8pp |
| Annual return | 8.99% | 37.53%-28.5pp | 292.57%-283.6pp | 41.64%-32.6pp |
| Employer contribution / active EE | $1,867 | $2,047-8.8% | $2,649-29.5% | $2,551-26.8% |
| Participant deferral / active EE | $4,078 | $2,914+40.0% | $4,123-1.1% | $4,139-1.5% |
| Admin fee / account holder | $4,136 | $4,643-10.9% | $5,150-19.7% | $7,234-42.8% |