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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 | $37,520 | $106,247-64.7% | $96,515-61.1% | $139,466-73.1% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 8.35% | 38.47%-30.1pp | 35.73%-27.4pp | 373.66%-365.3pp |
| Employer contribution / active EE | $1,209 | $4,106-70.6% | $3,740-67.7% | $4,754-74.6% |
| Participant deferral / active EE | $2,327 | $5,456-57.4% | $4,880-52.3% | $6,712-65.3% |
| Admin fee / account holder | $304 | $7,885-96.1% | $6,735-95.5% | $11,409-97.3% |