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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 | $38,041 | $155,555-75.5% | $146,866-74.1% | $155,188-75.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 9.87% | 115.41%-105.5pp | 102.85%-93.0pp | 148.84%-139.0pp |
| Employer contribution / active EE | $853 | $4,647-81.7% | $4,425-80.7% | $4,248-79.9% |
| Participant deferral / active EE | $4,238 | $8,044-47.3% | $7,759-45.4% | $6,531-35.1% |
| Admin fee / account holder | $20,172 | $14,755+36.7% | $13,620+48.1% | $14,480+39.3% |