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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 | $29,479 | $117,846-75.0% | $102,434-71.2% | $145,884-79.8% |
| Participation rate | 36.4% | 78.6%-42.3pp | 76.5%-40.1pp | 80.3%-43.9pp |
| Annual return | 7.25% | 31.90%-24.6pp | 29.46%-22.2pp | 551.85%-544.6pp |
| Employer contribution / active EE | $1,438 | $3,615-60.2% | $3,023-52.4% | $4,662-69.1% |
| Participant deferral / active EE | $3,585 | $5,733-37.5% | $5,055-29.1% | $6,690-46.4% |
| Admin fee / account holder | $19,106 | $13,356+43.1% | $9,462+101.9% | $13,392+42.7% |