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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 | $36,462 | $76,407-52.3% | $150,298-75.7% | $82,448-55.8% |
| Participation rate | 66.2% | 66.4%-0.2pp | 77.8%-11.6pp | 68.1%-1.9pp |
| Annual return | 6.72% | 39.99%-33.3pp | 62.79%-56.1pp | 41.64%-34.9pp |
| Employer contribution / active EE | $1,661 | $2,614-36.4% | $4,154-60.0% | $2,551-34.9% |
| Participant deferral / active EE | $3,009 | $3,214-6.4% | $5,453-44.8% | $4,139-27.3% |
| Admin fee / account holder | $28,074 | $6,352+342.0% | $14,116+98.9% | $7,234+288.1% |