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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 | $34,876 | $114,119-69.4% | $107,187-67.5% | $138,895-74.9% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 79.9%-17.4pp |
| Annual return | 9.75% | 273.21%-263.5pp | 204.55%-194.8pp | 145.39%-135.6pp |
| Employer contribution / active EE | $1,212 | $4,059-70.1% | $3,782-68.0% | $4,194-71.1% |
| Participant deferral / active EE | $2,089 | $5,538-62.3% | $5,096-59.0% | $6,396-67.3% |
| Admin fee / account holder | $9,971 | $10,024-0.5% | $9,162+8.8% | $12,562-20.6% |