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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 | $35,732 | $107,368-66.7% | $92,915-61.5% | $152,909-76.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 10.96% | 145.64%-134.7pp | 109.45%-98.5pp | 345.46%-334.5pp |
| Employer contribution / active EE | $1,136 | $4,222-73.1% | $3,653-68.9% | $4,764-76.2% |
| Participant deferral / active EE | $1,478 | $4,848-69.5% | $4,238-65.1% | $5,851-74.7% |
| Admin fee / account holder | $25,327 | $7,082+257.6% | $5,796+337.0% | $11,601+118.3% |