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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 | $24,294 | $91,037-73.3% | $71,671-66.1% | $147,586-83.5% |
| Participation rate | 66.7% | 76.1%-9.5pp | 68.7%-2.1pp | 82.8%-16.2pp |
| Annual return | 8.28% | 20.48%-12.2pp | 20.65%-12.4pp | 578.59%-570.3pp |
| Employer contribution / active EE | $4,698 | $3,327+41.2% | $2,460+91.0% | $4,876-3.7% |
| Participant deferral / active EE | $6,672 | $4,498+48.3% | $3,438+94.1% | $5,439+22.7% |
| Admin fee / account holder | $5,597 | $8,613-35.0% | $5,558+0.7% | $10,886-48.6% |