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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 | $33,852 | $156,398-78.4% | $147,318-77.0% | $138,895-75.6% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 10.20% | 78.75%-68.5pp | 70.43%-60.2pp | 145.39%-135.2pp |
| Employer contribution / active EE | $1,249 | $4,853-74.3% | $4,593-72.8% | $4,194-70.2% |
| Participant deferral / active EE | $3,331 | $8,237-59.6% | $7,906-57.9% | $6,396-47.9% |
| Admin fee / account holder | $361 | $14,976-97.6% | $13,708-97.4% | $12,562-97.1% |