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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 | $33,894 | $199,109-83.0% | $173,730-80.5% | $154,746-78.1% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 7.11% | 20.02%-12.9pp | 19.96%-12.8pp | 172.34%-165.2pp |
| Employer contribution / active EE | $1,355 | $5,311-74.5% | $4,577-70.4% | $4,379-69.1% |
| Participant deferral / active EE | $2,373 | $7,113-66.6% | $6,326-62.5% | $6,730-64.7% |
| Admin fee / account holder | $37,872 | $20,916+81.1% | $17,523+116.1% | $14,365+163.6% |