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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 | $28,924 | $114,119-74.7% | $107,187-73.0% | $138,895-79.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 7.10% | 273.21%-266.1pp | 204.55%-197.4pp | 145.39%-138.3pp |
| Employer contribution / active EE | $1,181 | $4,059-70.9% | $3,782-68.8% | $4,194-71.9% |
| Participant deferral / active EE | $2,668 | $5,538-51.8% | $5,096-47.6% | $6,396-58.3% |
| Admin fee / account holder | $2,510 | $10,024-75.0% | $9,162-72.6% | $12,562-80.0% |