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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 | $31,022 | $209,336-85.2% | $197,124-84.3% | $137,256-77.4% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 7.47% | 48.09%-40.6pp | 44.34%-36.9pp | 220.34%-212.9pp |
| Employer contribution / active EE | $2,191 | $6,591-66.8% | $6,227-64.8% | $4,156-47.3% |
| Participant deferral / active EE | $9,162 | $9,614-4.7% | $9,135+0.3% | $6,407+43.0% |
| Admin fee / account holder | $1,505 | $17,308-91.3% | $16,298-90.8% | $12,270-87.7% |