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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 | $24,852 | $185,312-86.6% | $161,489-84.6% | $154,746-83.9% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 4.79% | 103.84%-99.1pp | 89.72%-84.9pp | 172.34%-167.6pp |
| Employer contribution / active EE | $1,946 | $4,769-59.2% | $4,268-54.4% | $4,379-55.6% |
| Participant deferral / active EE | $5,943 | $6,350-6.4% | $5,630+5.6% | $6,730-11.7% |
| Admin fee / account holder | $7,599 | $18,654-59.3% | $16,006-52.5% | $14,365-47.1% |