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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 | $39,660 | $162,136-75.5% | $152,301-74.0% | $154,746-74.4% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 3.59% | 91.02%-87.4pp | 80.50%-76.9pp | 172.34%-168.7pp |
| Employer contribution / active EE | $6,280 | $4,890+28.4% | $4,624+35.8% | $4,379+43.4% |
| Participant deferral / active EE | $8,537 | $8,341+2.4% | $8,004+6.7% | $6,730+26.8% |
| Admin fee / account holder | $5,283 | $15,759-66.5% | $14,398-63.3% | $14,365-63.2% |