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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 | $223,823-86.1% | $211,142-85.3% | $154,746-80.0% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 7.47% | 50.39%-42.9pp | 46.84%-39.4pp | 172.34%-164.9pp |
| Employer contribution / active EE | $2,191 | $6,787-67.7% | $6,442-66.0% | $4,379-50.0% |
| Participant deferral / active EE | $9,162 | $9,750-6.0% | $9,284-1.3% | $6,730+36.1% |
| Admin fee / account holder | $1,505 | $19,707-92.4% | $19,076-92.1% | $14,365-89.5% |