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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 | $97,750-65.7% | $103,464-67.6% | $145,959-77.0% |
| Participation rate | 66.7% | 81.1%-14.4pp | 80.5%-13.9pp | 80.3%-13.6pp |
| Annual return | 7.28% | 25.43%-18.2pp | 23.91%-16.6pp | 561.95%-554.7pp |
| Employer contribution / active EE | $3,330 | $4,685-28.9% | $4,677-28.8% | $4,661-28.6% |
| Participant deferral / active EE | $5,573 | $6,603-15.6% | $6,624-15.9% | $6,689-16.7% |
| Admin fee / account holder | $3,289 | $12,515-73.7% | $9,410-65.1% | $13,398-75.5% |