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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 | $61,347 | $201,370-69.5% | $184,256-66.7% | $145,897-58.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 9.01% | 29.05%-20.0pp | 28.85%-19.8pp | 552.29%-543.3pp |
| Employer contribution / active EE | $1,918 | $7,024-72.7% | $6,427-70.2% | $4,663-58.9% |
| Participant deferral / active EE | $5,414 | $9,808-44.8% | $9,133-40.7% | $6,689-19.1% |
| Admin fee / account holder | $2,357 | $16,364-85.6% | $13,899-83.0% | $13,390-82.4% |