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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 | $13,465 | $99,053-86.4% | $88,179-84.7% | $138,895-90.3% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.1%-2.5pp | 79.9%-13.3pp |
| Annual return | 6.12% | 78.17%-72.0pp | 64.97%-58.9pp | 145.39%-139.3pp |
| Employer contribution / active EE | $3,139 | $2,882+8.9% | $2,549+23.1% | $4,194-25.2% |
| Participant deferral / active EE | $5,069 | $5,225-3.0% | $4,614+9.9% | $6,396-20.7% |
| Admin fee / account holder | $28,229 | $8,748+222.7% | $7,673+267.9% | $12,562+124.7% |