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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 | $30,052 | $148,582-79.8% | $135,942-77.9% | $139,456-78.5% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 11.34% | 79.26%-67.9pp | 68.28%-56.9pp | 373.45%-362.1pp |
| Employer contribution / active EE | $2,862 | $5,245-45.4% | $4,858-41.1% | $4,753-39.8% |
| Participant deferral / active EE | $2,887 | $8,101-64.4% | $7,759-62.8% | $6,711-57.0% |
| Admin fee / account holder | $1,198 | $12,402-90.3% | $10,764-88.9% | $11,407-89.5% |