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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 | $28,080 | $172,111-83.7% | $150,298-81.3% | $137,256-79.5% |
| Participation rate | 63.6% | 81.7%-18.1pp | 77.8%-14.1pp | 80.0%-16.3pp |
| Annual return | 10.73% | 69.37%-58.6pp | 62.79%-52.1pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,529 | $4,636-67.0% | $4,154-63.2% | $4,156-63.2% |
| Participant deferral / active EE | $1,684 | $6,166-72.7% | $5,453-69.1% | $6,407-73.7% |
| Admin fee / account holder | $22,689 | $16,471+37.8% | $14,116+60.7% | $12,270+84.9% |