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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 | $35,866 | $201,372-82.2% | $184,260-80.5% | $145,884-75.4% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 5.73% | 29.04%-23.3pp | 28.84%-23.1pp | 551.85%-546.1pp |
| Employer contribution / active EE | $9,371 | $7,024+33.4% | $6,427+45.8% | $4,662+101.0% |
| Participant deferral / active EE | $19,023 | $9,808+94.0% | $9,133+108.3% | $6,690+184.4% |
| Admin fee / account holder | $22,442 | $16,362+37.2% | $13,898+61.5% | $13,392+67.6% |