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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 | $32,702 | $183,539-82.2% | $155,556-79.0% | $145,897-77.6% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 7.25% | 61.31%-54.1pp | 64.84%-57.6pp | 552.29%-545.0pp |
| Employer contribution / active EE | $1,638 | $5,315-69.2% | $4,675-65.0% | $4,663-64.9% |
| Participant deferral / active EE | $2,001 | $6,467-69.1% | $5,631-64.5% | $6,689-70.1% |
| Admin fee / account holder | $4,892 | $19,275-74.6% | $15,885-69.2% | $13,390-63.5% |