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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 | $35,492 | $63,346-44.0% | $92,240-61.5% | $70,126-49.4% |
| Participation rate | 62.1% | 68.7%-6.6pp | 76.5%-14.4pp | 69.5%-7.5pp |
| Annual return | 9.19% | 530.19%-521.0pp | 176.29%-167.1pp | 73.15%-64.0pp |
| Employer contribution / active EE | $1,076 | $2,471-56.5% | $3,680-70.8% | $2,343-54.1% |
| Participant deferral / active EE | $3,215 | $2,854+12.7% | $3,897-17.5% | $3,332-3.5% |
| Admin fee / account holder | $3,915 | $3,841+1.9% | $5,194-24.6% | $4,645-15.7% |