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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 | $35,426 | $81,233-56.4% | $155,567-77.2% | $80,874-56.2% |
| Participation rate | 58.1% | 66.2%-8.2pp | 78.2%-20.1pp | 67.6%-9.6pp |
| Annual return | 9.28% | 33.33%-24.0pp | 64.74%-55.5pp | 35.62%-26.3pp |
| Employer contribution / active EE | $1,854 | $3,101-40.2% | $4,674-60.3% | $2,756-32.7% |
| Participant deferral / active EE | $2,025 | $3,452-41.3% | $5,628-64.0% | $4,297-52.9% |
| Admin fee / account holder | $1,746 | $7,998-78.2% | $15,916-89.0% | $6,935-74.8% |