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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 | $28,649 | $209,336-86.3% | $197,124-85.5% | $137,256-79.1% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 1.49% | 48.09%-46.6pp | 44.34%-42.9pp | 220.34%-218.9pp |
| Employer contribution / active EE | $9,001 | $6,591+36.6% | $6,227+44.5% | $4,156+116.6% |
| Participant deferral / active EE | $12,089 | $9,614+25.7% | $9,135+32.3% | $6,407+88.7% |
| Admin fee / account holder | $28,630 | $17,308+65.4% | $16,298+75.7% | $12,270+133.3% |