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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 | $23,466 | $99,995-76.5% | $85,063-72.4% | $145,978-83.9% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 7.77% | 83.99%-76.2pp | 66.54%-58.8pp | 550.52%-542.8pp |
| Employer contribution / active EE | $2,255 | $3,231-30.2% | $2,727-17.3% | $4,662-51.6% |
| Participant deferral / active EE | $4,835 | $5,295-8.7% | $4,523+6.9% | $6,690-27.7% |
| Admin fee / account holder | $3,627 | $7,255-50.0% | $6,155-41.1% | $13,400-72.9% |