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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 | $36,567 | $112,729-67.6% | $98,716-63.0% | $137,256-73.4% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.3%-13.7pp | 80.0%-24.4pp |
| Annual return | 9.93% | 38.48%-28.6pp | 31.81%-21.9pp | 220.34%-210.4pp |
| Employer contribution / active EE | $2,655 | $2,725-2.6% | $2,279+16.5% | $4,156-36.1% |
| Participant deferral / active EE | $5,591 | $4,640+20.5% | $4,048+38.1% | $6,407-12.7% |
| Admin fee / account holder | $29,977 | $10,129+196.0% | $8,703+244.4% | $12,270+144.3% |