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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 | $172,111-85.0% | $150,298-82.8% | $137,256-81.1% |
| Participation rate | 64.3% | 81.7%-17.4pp | 77.8%-13.5pp | 80.0%-15.7pp |
| Annual return | 7.28% | 69.37%-62.1pp | 62.79%-55.5pp | 220.34%-213.1pp |
| Employer contribution / active EE | $5,804 | $4,636+25.2% | $4,154+39.7% | $4,156+39.7% |
| Participant deferral / active EE | $3,575 | $6,166-42.0% | $5,453-34.4% | $6,407-44.2% |
| Admin fee / account holder | $47,273 | $16,471+187.0% | $14,116+234.9% | $12,270+285.3% |