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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 | $36,592 | $182,442-79.9% | $163,379-77.6% | $138,895-73.7% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.8%-19.7pp | 79.9%-22.8pp |
| Annual return | 10.01% | 72.74%-62.7pp | 63.41%-53.4pp | 145.39%-135.4pp |
| Employer contribution / active EE | $673 | $4,159-83.8% | $3,752-82.1% | $4,194-83.9% |
| Participant deferral / active EE | $2,442 | $6,817-64.2% | $6,282-61.1% | $6,396-61.8% |
| Admin fee / account holder | $1,125 | $10,396-89.2% | $9,818-88.5% | $12,562-91.0% |