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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 | $97,125-66.8% | $86,233-62.6% | $137,256-76.5% |
| Participation rate | 68.8% | 74.2%-5.4pp | 69.0%-0.3pp | 80.0%-11.2pp |
| Annual return | 7.68% | 74.19%-66.5pp | 61.39%-53.7pp | 220.34%-212.7pp |
| Employer contribution / active EE | $1,371 | $2,841-51.7% | $2,504-45.2% | $4,156-67.0% |
| Participant deferral / active EE | $2,094 | $5,180-59.6% | $4,559-54.1% | $6,407-67.3% |
| Admin fee / account holder | $23,059 | $9,725+137.1% | $8,342+176.4% | $12,270+87.9% |