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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 | $37,088 | $211,224-82.4% | $178,505-79.2% | $145,897-74.6% |
| Participation rate | 65.0% | 80.8%-15.8pp | 77.1%-12.1pp | 80.3%-15.3pp |
| Annual return | 7.22% | 30.28%-23.1pp | 27.16%-19.9pp | 552.29%-545.1pp |
| Employer contribution / active EE | $819 | $4,577-82.1% | $3,955-79.3% | $4,663-82.4% |
| Participant deferral / active EE | $6,543 | $6,966-6.1% | $6,280+4.2% | $6,689-2.2% |
| Admin fee / account holder | $24,058 | $12,109+98.7% | $10,428+130.7% | $13,390+79.7% |