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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 | $30,956 | $211,288-85.3% | $178,540-82.7% | $145,884-78.8% |
| Participation rate | 44.4% | 80.8%-36.4pp | 77.1%-32.7pp | 80.3%-35.9pp |
| Annual return | 6.62% | 30.27%-23.6pp | 27.15%-20.5pp | 551.85%-545.2pp |
| Employer contribution / active EE | $2,281 | $4,574-50.1% | $3,953-42.3% | $4,662-51.1% |
| Participant deferral / active EE | $5,672 | $6,967-18.6% | $6,281-9.7% | $6,690-15.2% |
| Admin fee / account holder | $2,392 | $12,105-80.2% | $10,424-77.1% | $13,392-82.1% |