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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 | $33,988 | $210,991-83.9% | $153,741-77.9% | $145,897-76.7% |
| Participation rate | 61.1% | 82.1%-21.0pp | 77.1%-16.0pp | 80.3%-19.2pp |
| Annual return | 8.43% | 13.46%-5.0pp | 15.71%-7.3pp | 552.29%-543.9pp |
| Employer contribution / active EE | $2,349 | $6,057-61.2% | $5,042-53.4% | $4,663-49.6% |
| Participant deferral / active EE | $3,753 | $7,979-53.0% | $6,757-44.5% | $6,689-43.9% |
| Admin fee / account holder | $1,864 | $19,490-90.4% | $12,749-85.4% | $13,390-86.1% |