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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 | $38,903 | $77,164-49.6% | $178,014-78.1% | $80,874-51.9% |
| Participation rate | 62.3% | 65.7%-3.4pp | 77.1%-14.8pp | 67.6%-5.4pp |
| Annual return | 9.84% | 18.09%-8.3pp | 294.80%-285.0pp | 35.62%-25.8pp |
| Employer contribution / active EE | $1,734 | $2,288-24.2% | $3,950-56.1% | $2,756-37.1% |
| Participant deferral / active EE | $3,547 | $4,408-19.5% | $6,276-43.5% | $4,297-17.5% |
| Admin fee / account holder | $8,217 | $7,164+14.7% | $10,362-20.7% | $6,935+18.5% |