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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 | $68,804 | $97,125-29.2% | $86,233-20.2% | $137,256-49.9% |
| Participation rate | 34.8% | 74.2%-39.4pp | 69.0%-34.2pp | 80.0%-45.2pp |
| Annual return | 9.92% | 74.19%-64.3pp | 61.39%-51.5pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,118 | $2,841-60.6% | $2,504-55.3% | $4,156-73.1% |
| Participant deferral / active EE | $1,917 | $5,180-63.0% | $4,559-58.0% | $6,407-70.1% |
| Admin fee / account holder | $12,595 | $9,725+29.5% | $8,342+51.0% | $12,270+2.7% |