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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 | $37,129 | $94,031-60.5% | $115,768-67.9% | $82,448-55.0% |
| Participation rate | 63.0% | 70.4%-7.5pp | 74.4%-11.4pp | 68.1%-5.1pp |
| Annual return | 8.87% | 20.61%-11.7pp | 100.46%-91.6pp | 41.64%-32.8pp |
| Employer contribution / active EE | $1,625 | $2,323-30.0% | $2,940-44.7% | $2,551-36.3% |
| Participant deferral / active EE | $3,727 | $3,972-6.2% | $4,917-24.2% | $4,139-10.0% |
| Admin fee / account holder | $26,564 | $10,249+159.2% | $12,439+113.5% | $7,234+267.2% |