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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 | $34,660 | $107,733-67.8% | $92,985-62.7% | $154,746-77.6% |
| Participation rate | 60.0% | 74.6%-14.6pp | 69.5%-9.5pp | 80.7%-20.7pp |
| Annual return | 6.06% | 30.39%-24.3pp | 27.99%-21.9pp | 172.34%-166.3pp |
| Employer contribution / active EE | $1,475 | $3,126-52.8% | $2,662-44.6% | $4,379-66.3% |
| Participant deferral / active EE | $3,115 | $5,053-38.4% | $4,377-28.8% | $6,730-53.7% |
| Admin fee / account holder | $16,619 | $11,369+46.2% | $9,463+75.6% | $14,365+15.7% |