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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 | $24,105 | $102,638-76.5% | $81,982-70.6% | $158,982-84.8% |
| Participation rate | 65.2% | 75.5%-10.3pp | 69.3%-4.0pp | 82.0%-16.7pp |
| Annual return | 3.36% | 61.05%-57.7pp | 41.31%-38.0pp | 302.99%-299.6pp |
| Employer contribution / active EE | $2,599 | $3,241-19.8% | $2,498+4.0% | $4,763-45.4% |
| Participant deferral / active EE | $3,131 | $4,649-32.7% | $3,722-15.9% | $5,983-47.7% |
| Admin fee / account holder | $3,722 | $8,237-54.8% | $5,665-34.3% | $11,252-66.9% |