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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 | $37,063 | $110,379-66.4% | $102,412-63.8% | $145,884-74.6% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.1pp |
| Annual return | 8.45% | 24.84%-16.4pp | 24.94%-16.5pp | 551.85%-543.4pp |
| Employer contribution / active EE | $2,889 | $4,216-31.5% | $3,870-25.3% | $4,662-38.0% |
| Participant deferral / active EE | $3,959 | $5,622-29.6% | $5,060-21.8% | $6,690-40.8% |
| Admin fee / account holder | $10,573 | $9,745+8.5% | $8,388+26.1% | $13,392-21.0% |