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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 | $117,829-75.0% | $102,423-71.2% | $145,877-79.8% |
| Participation rate | 36.4% | 78.6%-42.3pp | 76.5%-40.1pp | 80.3%-43.9pp |
| Annual return | 7.25% | 31.83%-24.6pp | 29.42%-22.2pp | 551.28%-544.0pp |
| Employer contribution / active EE | $1,438 | $3,615-60.2% | $3,023-52.4% | $4,663-69.2% |
| Participant deferral / active EE | $3,585 | $5,732-37.5% | $5,054-29.1% | $6,691-46.4% |
| Admin fee / account holder | $19,106 | $13,335+43.3% | $9,455+102.1% | $13,402+42.6% |