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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 | $32,346 | $104,251-69.0% | $91,004-64.5% | $147,586-78.1% |
| Participation rate | 60.0% | 78.2%-18.2pp | 75.6%-15.6pp | 82.8%-22.8pp |
| Annual return | 3.81% | 27.06%-23.3pp | 4.60%-0.8pp | 578.59%-574.8pp |
| Employer contribution / active EE | $1,341 | $3,116-57.0% | $2,456-45.4% | $4,876-72.5% |
| Participant deferral / active EE | $1,560 | $4,195-62.8% | $3,548-56.0% | $5,439-71.3% |
| Admin fee / account holder | $391 | $8,948-95.6% | $5,417-92.8% | $10,886-96.4% |