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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 | $162,136-81.5% | $152,301-80.3% | $154,746-80.6% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 8.18% | 91.02%-82.8pp | 80.50%-72.3pp | 172.34%-164.2pp |
| Employer contribution / active EE | $1,565 | $4,890-68.0% | $4,624-66.2% | $4,379-64.3% |
| Participant deferral / active EE | $3,566 | $8,341-57.2% | $8,004-55.4% | $6,730-47.0% |
| Admin fee / account holder | $25,434 | $15,759+61.4% | $14,398+76.7% | $14,365+77.1% |