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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 | $35,432 | $110,379-67.9% | $102,412-65.4% | $145,884-75.7% |
| Participation rate | 68.4% | 77.9%-9.5pp | 74.5%-6.1pp | 80.3%-11.9pp |
| Annual return | 8.81% | 24.84%-16.0pp | 24.94%-16.1pp | 551.85%-543.0pp |
| Employer contribution / active EE | $2,097 | $4,216-50.3% | $3,870-45.8% | $4,662-55.0% |
| Participant deferral / active EE | $4,514 | $5,622-19.7% | $5,060-10.8% | $6,690-32.5% |
| Admin fee / account holder | $1,041 | $9,745-89.3% | $8,388-87.6% | $13,392-92.2% |