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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 | $201,259-83.9% | $184,200-82.4% | $145,959-77.8% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 7.14% | 28.98%-21.8pp | 28.80%-21.7pp | 561.95%-554.8pp |
| Employer contribution / active EE | $4,918 | $7,018-29.9% | $6,424-23.5% | $4,661+5.5% |
| Participant deferral / active EE | $12,592 | $9,806+28.4% | $9,132+37.9% | $6,689+88.3% |
| Admin fee / account holder | $11,830 | $16,372-27.7% | $13,907-14.9% | $13,398-11.7% |