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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 | $33,527 | $97,765-65.7% | $103,486-67.6% | $145,884-77.0% |
| Participation rate | 66.7% | 81.1%-14.5pp | 80.5%-13.9pp | 80.3%-13.6pp |
| Annual return | 7.28% | 25.44%-18.2pp | 23.93%-16.7pp | 551.85%-544.6pp |
| Employer contribution / active EE | $3,330 | $4,687-29.0% | $4,679-28.8% | $4,662-28.6% |
| Participant deferral / active EE | $5,573 | $6,606-15.6% | $6,628-15.9% | $6,690-16.7% |
| Admin fee / account holder | $3,289 | $12,505-73.7% | $9,354-64.8% | $13,392-75.4% |