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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 | $34,374 | $211,239-83.7% | $178,528-80.7% | $145,877-76.4% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 7.26% | 30.22%-23.0pp | 27.11%-19.9pp | 551.28%-544.0pp |
| Employer contribution / active EE | $1,760 | $4,570-61.5% | $3,950-55.4% | $4,663-62.2% |
| Participant deferral / active EE | $10,167 | $6,963+46.0% | $6,278+61.9% | $6,691+52.0% |
| Admin fee / account holder | $986 | $12,095-91.9% | $10,419-90.5% | $13,402-92.6% |