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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 | $35,910 | $106,247-66.2% | $96,515-62.8% | $139,466-74.3% |
| Participation rate | 65.0% | 77.8%-12.8pp | 74.3%-9.3pp | 80.3%-15.3pp |
| Annual return | 9.99% | 38.47%-28.5pp | 35.73%-25.7pp | 373.66%-363.7pp |
| Employer contribution / active EE | $830 | $4,106-79.8% | $3,740-77.8% | $4,754-82.5% |
| Participant deferral / active EE | $3,394 | $5,456-37.8% | $4,880-30.5% | $6,712-49.4% |
| Admin fee / account holder | $2,354 | $7,885-70.1% | $6,735-65.0% | $11,409-79.4% |