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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 | $25,887 | $185,312-86.0% | $161,489-84.0% | $154,746-83.3% |
| Participation rate | 64.3% | 82.5%-18.2pp | 78.7%-14.4pp | 80.7%-16.4pp |
| Annual return | 7.28% | 103.84%-96.6pp | 89.72%-82.4pp | 172.34%-165.1pp |
| Employer contribution / active EE | $5,804 | $4,769+21.7% | $4,268+36.0% | $4,379+32.5% |
| Participant deferral / active EE | $3,575 | $6,350-43.7% | $5,630-36.5% | $6,730-46.9% |
| Admin fee / account holder | $47,273 | $18,654+153.4% | $16,006+195.4% | $14,365+229.1% |