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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 | $20,771 | $185,312-88.8% | $161,489-87.1% | $154,746-86.6% |
| Participation rate | 68.2% | 82.5%-14.3pp | 78.7%-10.5pp | 80.7%-12.5pp |
| Annual return | 7.28% | 103.84%-96.6pp | 89.72%-82.4pp | 172.34%-165.1pp |
| Employer contribution / active EE | $2,463 | $4,769-48.4% | $4,268-42.3% | $4,379-43.8% |
| Participant deferral / active EE | $4,593 | $6,350-27.7% | $5,630-18.4% | $6,730-31.8% |
| Admin fee / account holder | $23,234 | $18,654+24.6% | $16,006+45.2% | $14,365+61.7% |