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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 | $56,104 | $208,088-73.0% | $186,193-69.9% | $154,746-63.7% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 7.85% | 89.97%-82.1pp | 78.03%-70.2pp | 172.34%-164.5pp |
| Employer contribution / active EE | $491 | $4,340-88.7% | $3,918-87.5% | $4,379-88.8% |
| Participant deferral / active EE | $7,354 | $7,078+3.9% | $6,513+12.9% | $6,730+9.3% |
| Admin fee / account holder | $40,436 | $11,698+245.7% | $11,058+265.7% | $14,365+181.5% |