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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 | $28,614 | $103,393-72.3% | $87,103-67.1% | $152,909-81.3% |
| Participation rate | 69.2% | 79.4%-10.1pp | 76.9%-7.6pp | 82.5%-13.2pp |
| Annual return | 9.97% | 28.10%-18.1pp | 28.19%-18.2pp | 345.46%-335.5pp |
| Employer contribution / active EE | $1,453 | $3,221-54.9% | $2,521-42.4% | $4,764-69.5% |
| Participant deferral / active EE | $3,912 | $4,778-18.1% | $4,049-3.4% | $5,851-33.2% |
| Admin fee / account holder | $8,772 | $12,195-28.1% | $7,491+17.1% | $11,601-24.4% |