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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 | $26,705 | $185,312-85.6% | $161,489-83.5% | $154,746-82.7% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 5.20% | 103.84%-98.6pp | 89.72%-84.5pp | 172.34%-167.1pp |
| Employer contribution / active EE | $2,787 | $4,769-41.6% | $4,268-34.7% | $4,379-36.4% |
| Participant deferral / active EE | $7,854 | $6,350+23.7% | $5,630+39.5% | $6,730+16.7% |
| Admin fee / account holder | $56,229 | $18,654+201.4% | $16,006+251.3% | $14,365+291.4% |