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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 | $29,930 | $183,627-83.7% | $155,602-80.8% | $145,978-79.5% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 5.61% | 61.32%-55.7pp | 64.81%-59.2pp | 550.52%-544.9pp |
| Employer contribution / active EE | $2,213 | $5,316-58.4% | $4,675-52.7% | $4,662-52.5% |
| Participant deferral / active EE | $4,974 | $6,466-23.1% | $5,629-11.6% | $6,690-25.6% |
| Admin fee / account holder | $1,341 | $19,327-93.1% | $15,923-91.6% | $13,400-90.0% |