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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 | $30,655 | $172,111-82.2% | $150,298-79.6% | $137,256-77.7% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 7.13% | 69.37%-62.2pp | 62.79%-55.7pp | 220.34%-213.2pp |
| Employer contribution / active EE | $902 | $4,636-80.5% | $4,154-78.3% | $4,156-78.3% |
| Participant deferral / active EE | $3,425 | $6,166-44.5% | $5,453-37.2% | $6,407-46.5% |
| Admin fee / account holder | $14,295 | $16,471-13.2% | $14,116+1.3% | $12,270+16.5% |