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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 | $34,094 | $111,535-69.4% | $105,223-67.6% | $137,256-75.2% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 11.24% | 237.85%-226.6pp | 180.65%-169.4pp | 220.34%-209.1pp |
| Employer contribution / active EE | $1,267 | $3,939-67.8% | $3,689-65.6% | $4,156-69.5% |
| Participant deferral / active EE | $1,720 | $5,500-68.7% | $5,072-66.1% | $6,407-73.2% |
| Admin fee / account holder | $12,919 | $9,721+32.9% | $8,859+45.8% | $12,270+5.3% |