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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 | $32,426 | $201,372-83.9% | $184,260-82.4% | $145,884-77.8% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 7.14% | 29.04%-21.9pp | 28.84%-21.7pp | 551.85%-544.7pp |
| Employer contribution / active EE | $4,918 | $7,024-30.0% | $6,427-23.5% | $4,662+5.5% |
| Participant deferral / active EE | $12,592 | $9,808+28.4% | $9,133+37.9% | $6,690+88.2% |
| Admin fee / account holder | $11,830 | $16,362-27.7% | $13,898-14.9% | $13,392-11.7% |