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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 | $32,154 | $111,814-71.2% | $103,378-68.9% | $145,978-78.0% |
| Participation rate | 61.5% | 77.9%-16.4pp | 74.5%-13.0pp | 80.3%-18.8pp |
| Annual return | 9.01% | 24.80%-15.8pp | 24.91%-15.9pp | 550.52%-541.5pp |
| Employer contribution / active EE | $1,898 | $4,215-55.0% | $3,870-50.9% | $4,662-59.3% |
| Participant deferral / active EE | $8,113 | $5,618+44.4% | $5,058+60.4% | $6,690+21.3% |
| Admin fee / account holder | $195,444 | $9,764+1901.7% | $8,401+2226.5% | $13,400+1358.5% |