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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 | $26,282 | $154,228-83.0% | $145,433-81.9% | $137,256-80.9% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 6.97% | 74.59%-67.6pp | 66.58%-59.6pp | 220.34%-213.4pp |
| Employer contribution / active EE | $1,085 | $4,804-77.4% | $4,554-76.2% | $4,156-73.9% |
| Participant deferral / active EE | $3,142 | $8,216-61.8% | $7,897-60.2% | $6,407-51.0% |
| Admin fee / account holder | $26,006 | $14,344+81.3% | $13,129+98.1% | $12,270+111.9% |