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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 | $34,598 | $154,228-77.6% | $145,433-76.2% | $137,256-74.8% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 9.77% | 74.59%-64.8pp | 66.58%-56.8pp | 220.34%-210.6pp |
| Employer contribution / active EE | $1,244 | $4,804-74.1% | $4,554-72.7% | $4,156-70.1% |
| Participant deferral / active EE | $4,114 | $8,216-49.9% | $7,897-47.9% | $6,407-35.8% |
| Admin fee / account holder | $36,407 | $14,344+153.8% | $13,129+177.3% | $12,270+196.7% |