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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 | $35,857 | $199,109-82.0% | $173,730-79.4% | $154,746-76.8% |
| Participation rate | 69.2% | 82.8%-13.6pp | 79.6%-10.3pp | 80.7%-11.5pp |
| Annual return | 3.37% | 20.02%-16.7pp | 19.96%-16.6pp | 172.34%-169.0pp |
| Employer contribution / active EE | $1,701 | $5,311-68.0% | $4,577-62.8% | $4,379-61.2% |
| Participant deferral / active EE | $5,827 | $7,113-18.1% | $6,326-7.9% | $6,730-13.4% |
| Admin fee / account holder | $3,359 | $20,916-83.9% | $17,523-80.8% | $14,365-76.6% |