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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 | $30,059 | $97,125-69.1% | $86,233-65.1% | $137,256-78.1% |
| Participation rate | 52.9% | 74.2%-21.3pp | 69.0%-16.1pp | 80.0%-27.0pp |
| Annual return | 8.73% | 74.19%-65.5pp | 61.39%-52.7pp | 220.34%-211.6pp |
| Employer contribution / active EE | $1,583 | $2,841-44.3% | $2,504-36.8% | $4,156-61.9% |
| Participant deferral / active EE | $1,534 | $5,180-70.4% | $4,559-66.4% | $6,407-76.1% |
| Admin fee / account holder | $36,069 | $9,725+270.9% | $8,342+332.4% | $12,270+194.0% |