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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 | $36,334 | $72,269-49.7% | $101,271-64.1% | $79,852-54.5% |
| Participation rate | 62.8% | 68.5%-5.7pp | 75.8%-13.0pp | 69.6%-6.8pp |
| Annual return | 10.25% | 22.29%-12.0pp | 46.48%-36.2pp | 31.72%-21.5pp |
| Employer contribution / active EE | $2,213 | $2,692-17.8% | $3,660-39.5% | $2,471-10.5% |
| Participant deferral / active EE | $2,260 | $3,282-31.1% | $4,371-48.3% | $3,740-39.6% |
| Admin fee / account holder | $20,114 | $4,401+357.0% | $5,948+238.2% | $5,306+279.1% |