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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 | $35,620 | $124,980-71.5% | $108,359-67.1% | $154,746-77.0% |
| Participation rate | 60.0% | 75.2%-15.2pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 6.09% | 45.00%-38.9pp | 36.89%-30.8pp | 172.34%-166.2pp |
| Employer contribution / active EE | $730 | $2,851-74.4% | $2,399-69.6% | $4,379-83.3% |
| Participant deferral / active EE | $1,347 | $4,743-71.6% | $4,137-67.4% | $6,730-80.0% |
| Admin fee / account holder | $64,093 | $11,502+457.2% | $9,741+558.0% | $14,365+346.2% |