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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 | $35,399 | $95,383-62.9% | $185,837-81.0% | $85,856-58.8% |
| Participation rate | 68.3% | 68.8%-0.5pp | 81.7%-13.4pp | 69.3%-1.0pp |
| Annual return | 10.30% | 23.59%-13.3pp | 122.08%-111.8pp | 318.58%-308.3pp |
| Employer contribution / active EE | $1,281 | $3,313-61.3% | $5,168-75.2% | $2,565-50.1% |
| Participant deferral / active EE | $2,697 | $3,423-21.2% | $5,568-51.6% | $3,952-31.8% |
| Admin fee / account holder | $13,159 | $7,213+82.4% | $16,241-19.0% | $6,261+110.2% |