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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 | $32,294 | $108,882-70.3% | $96,754-66.6% | $154,746-79.1% |
| Participation rate | 68.8% | 75.1%-6.3pp | 70.3%-1.5pp | 80.7%-12.0pp |
| Annual return | 7.68% | 98.39%-90.7pp | 82.04%-74.4pp | 172.34%-164.7pp |
| Employer contribution / active EE | $1,371 | $3,018-54.6% | $2,679-48.8% | $4,379-68.7% |
| Participant deferral / active EE | $2,094 | $5,323-60.7% | $4,758-56.0% | $6,730-68.9% |
| Admin fee / account holder | $23,059 | $10,200+126.1% | $8,905+159.0% | $14,365+60.5% |