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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 | $42,967 | $183,592-76.6% | $155,574-72.4% | $145,877-70.5% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 6.75% | 61.37%-54.6pp | 64.87%-58.1pp | 551.28%-544.5pp |
| Employer contribution / active EE | $1,687 | $5,317-68.3% | $4,676-63.9% | $4,663-63.8% |
| Participant deferral / active EE | $6,879 | $6,466+6.4% | $5,629+22.2% | $6,691+2.8% |
| Admin fee / account holder | $400 | $19,316-97.9% | $15,914-97.5% | $13,402-97.0% |