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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 | $33,774 | $211,239-84.0% | $178,528-81.1% | $145,877-76.8% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 4.94% | 30.22%-25.3pp | 27.11%-22.2pp | 551.28%-546.3pp |
| Employer contribution / active EE | $1,343 | $4,570-70.6% | $3,950-66.0% | $4,663-71.2% |
| Participant deferral / active EE | $3,673 | $6,963-47.2% | $6,278-41.5% | $6,691-45.1% |
| Admin fee / account holder | $3,507 | $12,095-71.0% | $10,419-66.3% | $13,402-73.8% |