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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 | $31,708 | $154,228-79.4% | $145,433-78.2% | $137,256-76.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 3.82% | 74.59%-70.8pp | 66.58%-62.8pp | 220.34%-216.5pp |
| Employer contribution / active EE | $2,353 | $4,804-51.0% | $4,554-48.3% | $4,156-43.4% |
| Participant deferral / active EE | $19,947 | $8,216+142.8% | $7,897+152.6% | $6,407+211.3% |
| Admin fee / account holder | $37,176 | $14,344+159.2% | $13,129+183.2% | $12,270+203.0% |