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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 | $177,156-78.1% | $147,027-73.6% | $154,746-74.9% |
| Participation rate | 66.7% | 79.4%-12.7pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 6.61% | 21.94%-15.3pp | 20.23%-13.6pp | 172.34%-165.7pp |
| Employer contribution / active EE | $2,368 | $4,336-45.4% | $3,626-34.7% | $4,379-45.9% |
| Participant deferral / active EE | $6,060 | $5,797+4.5% | $4,933+22.9% | $6,730-10.0% |
| Admin fee / account holder | $25,395 | $14,904+70.4% | $12,223+107.8% | $14,365+76.8% |