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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 | $32,686 | $185,312-82.4% | $161,489-79.8% | $154,746-78.9% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 8.98% | 103.84%-94.9pp | 89.72%-80.7pp | 172.34%-163.4pp |
| Employer contribution / active EE | $2,432 | $4,769-49.0% | $4,268-43.0% | $4,379-44.5% |
| Participant deferral / active EE | $9,115 | $6,350+43.5% | $5,630+61.9% | $6,730+35.4% |
| Admin fee / account holder | $175,557 | $18,654+841.1% | $16,006+996.8% | $14,365+1122.1% |