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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 | $27,226 | $162,136-83.2% | $152,301-82.1% | $154,746-82.4% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 8.37% | 91.02%-82.7pp | 80.50%-72.1pp | 172.34%-164.0pp |
| Employer contribution / active EE | $1,914 | $4,890-60.9% | $4,624-58.6% | $4,379-56.3% |
| Participant deferral / active EE | $2,687 | $8,341-67.8% | $8,004-66.4% | $6,730-60.1% |
| Admin fee / account holder | $1,218 | $15,759-92.3% | $14,398-91.5% | $14,365-91.5% |