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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 | $33,764 | $228,352-85.2% | $185,835-81.8% | $158,966-78.8% |
| Participation rate | 42.9% | 82.3%-39.5pp | 78.0%-35.2pp | 82.0%-39.1pp |
| Annual return | -0.32% | 40.81%-41.1pp | 35.96%-36.3pp | 302.95%-303.3pp |
| Employer contribution / active EE | $1,368 | $4,967-72.4% | $4,087-66.5% | $4,762-71.3% |
| Participant deferral / active EE | $7,391 | $6,416+15.2% | $5,633+31.2% | $5,983+23.5% |
| Admin fee / account holder | $788 | $11,867-93.4% | $9,502-91.7% | $11,250-93.0% |