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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 | $37,927 | $86,298-56.1% | $111,308-65.9% | $85,847-55.8% |
| Participation rate | 60.0% | 73.3%-13.3pp | 77.3%-17.3pp | 69.3%-9.3pp |
| Annual return | 7.72% | 19.99%-12.3pp | 54.67%-46.9pp | 318.61%-310.9pp |
| Employer contribution / active EE | $1,062 | $2,044-48.1% | $2,732-61.1% | $2,565-58.6% |
| Participant deferral / active EE | $2,262 | $3,641-37.9% | $4,487-49.6% | $3,952-42.8% |
| Admin fee / account holder | $7,602 | $8,189-7.2% | $7,965-4.6% | $6,261+21.4% |