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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 | $38,822 | $161,352-75.9% | $134,172-71.1% | $137,256-71.7% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 6.61% | 28.72%-22.1pp | 25.30%-18.7pp | 220.34%-213.7pp |
| Employer contribution / active EE | $2,368 | $4,099-42.2% | $3,420-30.8% | $4,156-43.0% |
| Participant deferral / active EE | $6,060 | $5,552+9.1% | $4,690+29.2% | $6,407-5.4% |
| Admin fee / account holder | $25,395 | $15,028+69.0% | $12,016+111.3% | $12,270+107.0% |