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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 | $35,066 | $51,642-32.1% | $129,384-72.9% | $80,935-56.7% |
| Participation rate | 34.6% | 56.9%-22.3pp | 69.6%-35.0pp | 67.7%-33.0pp |
| Annual return | 9.33% | 20.78%-11.4pp | 9461.77%-9452.4pp | 35.66%-26.3pp |
| Employer contribution / active EE | $372 | $1,583-76.5% | $4,153-91.0% | $2,757-86.5% |
| Participant deferral / active EE | $1,300 | $2,670-51.3% | $4,166-68.8% | $4,299-69.8% |
| Admin fee / account holder | $3,005 | $4,312-30.3% | $7,686-60.9% | $6,924-56.6% |