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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 | $35,080 | $106,749-67.1% | $145,433-75.9% | $82,448-57.5% |
| Participation rate | 55.6% | 75.6%-20.1pp | 82.1%-26.6pp | 68.1%-12.5pp |
| Annual return | 13.97% | 27.59%-13.6pp | 66.58%-52.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,197 | $3,444-36.2% | $4,554-51.8% | $2,551-13.9% |
| Participant deferral / active EE | $3,906 | $6,519-40.1% | $7,897-50.5% | $4,139-5.6% |
| Admin fee / account holder | $4,155 | $8,390-50.5% | $13,129-68.3% | $7,234-42.6% |