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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 | $21,830 | $154,228-85.8% | $145,433-85.0% | $137,256-84.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 7.65% | 74.59%-66.9pp | 66.58%-58.9pp | 220.34%-212.7pp |
| Employer contribution / active EE | $4,709 | $4,804-2.0% | $4,554+3.4% | $4,156+13.3% |
| Participant deferral / active EE | $5,809 | $8,216-29.3% | $7,897-26.4% | $6,407-9.3% |
| Admin fee / account holder | $9,194 | $14,344-35.9% | $13,129-30.0% | $12,270-25.1% |