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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 | $24,956 | $106,280-76.5% | $96,538-74.1% | $139,487-82.1% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 6.54% | 38.48%-31.9pp | 35.74%-29.2pp | 373.84%-367.3pp |
| Employer contribution / active EE | $4,786 | $4,107+16.5% | $3,740+28.0% | $4,755+0.7% |
| Participant deferral / active EE | $2,169 | $5,457-60.3% | $4,880-55.6% | $6,713-67.7% |
| Admin fee / account holder | $1,410 | $7,888-82.1% | $6,737-79.1% | $11,407-87.6% |