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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 | $30,795 | $110,410-72.1% | $102,437-69.9% | $145,897-78.9% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 6.28% | 24.85%-18.6pp | 24.95%-18.7pp | 552.29%-546.0pp |
| Employer contribution / active EE | $1,405 | $4,217-66.7% | $3,871-63.7% | $4,663-69.9% |
| Participant deferral / active EE | $6,398 | $5,622+13.8% | $5,060+26.4% | $6,689-4.3% |
| Admin fee / account holder | $4,135 | $9,745-57.6% | $8,388-50.7% | $13,390-69.1% |