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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 | $33,053 | $111,814-70.4% | $103,374-68.0% | $145,959-77.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 8.93% | 24.77%-15.8pp | 24.89%-16.0pp | 561.95%-553.0pp |
| Employer contribution / active EE | $862 | $4,214-79.6% | $3,869-77.7% | $4,661-81.5% |
| Participant deferral / active EE | $4,216 | $5,618-25.0% | $5,058-16.6% | $6,689-37.0% |
| Admin fee / account holder | $1,698 | $9,754-82.6% | $8,394-79.8% | $13,398-87.3% |