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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 | $32,641 | $117,846-72.3% | $102,434-68.1% | $145,884-77.6% |
| Participation rate | 58.8% | 78.6%-19.8pp | 76.5%-17.7pp | 80.3%-21.5pp |
| Annual return | 7.53% | 31.90%-24.4pp | 29.46%-21.9pp | 551.85%-544.3pp |
| Employer contribution / active EE | $1,280 | $3,615-64.6% | $3,023-57.7% | $4,662-72.6% |
| Participant deferral / active EE | $2,743 | $5,733-52.2% | $5,055-45.7% | $6,690-59.0% |
| Admin fee / account holder | $4,650 | $13,356-65.2% | $9,462-50.9% | $13,392-65.3% |