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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 | $34,995 | $78,707-55.5% | $117,861-70.3% | $70,126-50.1% |
| Participation rate | 58.1% | 73.2%-15.1pp | 79.7%-21.6pp | 69.5%-11.5pp |
| Annual return | 9.28% | 23.30%-14.0pp | 335.11%-325.8pp | 73.15%-63.9pp |
| Employer contribution / active EE | $1,122 | $2,223-49.5% | $3,786-70.4% | $2,343-52.1% |
| Participant deferral / active EE | $2,765 | $3,297-16.1% | $4,482-38.3% | $3,332-17.0% |
| Admin fee / account holder | $960 | $5,066-81.0% | $8,021-88.0% | $4,645-79.3% |