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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 | $162,136-80.4% | $152,301-79.2% | $154,746-79.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 3.82% | 91.02%-87.2pp | 80.50%-76.7pp | 172.34%-168.5pp |
| Employer contribution / active EE | $2,353 | $4,890-51.9% | $4,624-49.1% | $4,379-46.3% |
| Participant deferral / active EE | $19,947 | $8,341+139.1% | $8,004+149.2% | $6,730+196.4% |
| Admin fee / account holder | $37,176 | $15,759+135.9% | $14,398+158.2% | $14,365+158.8% |