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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 | $29,563 | $110,307-73.2% | $96,576-69.4% | $139,456-78.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 7.62% | 26.40%-18.8pp | 25.87%-18.2pp | 373.45%-365.8pp |
| Employer contribution / active EE | $1,286 | $3,619-64.5% | $2,965-56.6% | $4,753-72.9% |
| Participant deferral / active EE | $1,858 | $5,547-66.5% | $4,851-61.7% | $6,711-72.3% |
| Admin fee / account holder | $1,742 | $11,597-85.0% | $8,253-78.9% | $11,407-84.7% |