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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 | $30,045 | $154,228-80.5% | $145,433-79.3% | $137,256-78.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 8.18% | 74.59%-66.4pp | 66.58%-58.4pp | 220.34%-212.2pp |
| Employer contribution / active EE | $1,565 | $4,804-67.4% | $4,554-65.6% | $4,156-62.3% |
| Participant deferral / active EE | $3,566 | $8,216-56.6% | $7,897-54.8% | $6,407-44.3% |
| Admin fee / account holder | $25,434 | $14,344+77.3% | $13,129+93.7% | $12,270+107.3% |