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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 | $34,289 | $185,312-81.5% | $161,489-78.8% | $154,746-77.8% |
| Participation rate | 69.2% | 82.5%-13.2pp | 78.7%-9.5pp | 80.7%-11.5pp |
| Annual return | 6.33% | 103.84%-97.5pp | 89.72%-83.4pp | 172.34%-166.0pp |
| Employer contribution / active EE | $2,647 | $4,769-44.5% | $4,268-38.0% | $4,379-39.6% |
| Participant deferral / active EE | $3,614 | $6,350-43.1% | $5,630-35.8% | $6,730-46.3% |
| Admin fee / account holder | $36,927 | $18,654+98.0% | $16,006+130.7% | $14,365+157.1% |