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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 | $172,111-80.1% | $150,298-77.2% | $137,256-75.0% |
| Participation rate | 69.2% | 81.7%-12.5pp | 77.8%-8.5pp | 80.0%-10.7pp |
| Annual return | 6.33% | 69.37%-63.0pp | 62.79%-56.5pp | 220.34%-214.0pp |
| Employer contribution / active EE | $2,647 | $4,636-42.9% | $4,154-36.3% | $4,156-36.3% |
| Participant deferral / active EE | $3,614 | $6,166-41.4% | $5,453-33.7% | $6,407-43.6% |
| Admin fee / account holder | $36,927 | $16,471+124.2% | $14,116+161.6% | $12,270+200.9% |