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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 | $20,246 | $185,312-89.1% | $161,489-87.5% | $154,746-86.9% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 9.12% | 103.84%-94.7pp | 89.72%-80.6pp | 172.34%-163.2pp |
| Employer contribution / active EE | $1,198 | $4,769-74.9% | $4,268-71.9% | $4,379-72.6% |
| Participant deferral / active EE | $4,124 | $6,350-35.1% | $5,630-26.7% | $6,730-38.7% |
| Admin fee / account holder | $9,250 | $18,654-50.4% | $16,006-42.2% | $14,365-35.6% |