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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 | $25,804 | $110,379-76.6% | $102,412-74.8% | $145,884-82.3% |
| Participation rate | 68.8% | 77.9%-9.2pp | 74.5%-5.8pp | 80.3%-11.6pp |
| Annual return | 8.74% | 24.84%-16.1pp | 24.94%-16.2pp | 551.85%-543.1pp |
| Employer contribution / active EE | $2,329 | $4,216-44.8% | $3,870-39.8% | $4,662-50.1% |
| Participant deferral / active EE | $5,406 | $5,622-3.8% | $5,060+6.8% | $6,690-19.2% |
| Admin fee / account holder | $2,966 | $9,745-69.6% | $8,388-64.6% | $13,392-77.9% |