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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 | $33,416 | $117,846-71.6% | $102,434-67.4% | $145,884-77.1% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 8.47% | 31.90%-23.4pp | 29.46%-21.0pp | 551.85%-543.4pp |
| Employer contribution / active EE | $1,527 | $3,615-57.8% | $3,023-49.5% | $4,662-67.3% |
| Participant deferral / active EE | $1,859 | $5,733-67.6% | $5,055-63.2% | $6,690-72.2% |
| Admin fee / account holder | $1,940 | $13,356-85.5% | $9,462-79.5% | $13,392-85.5% |