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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 | $26,829 | $174,379-84.6% | $152,093-82.4% | $138,895-80.7% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 4.58% | 74.86%-70.3pp | 66.36%-61.8pp | 145.39%-140.8pp |
| Employer contribution / active EE | $1,410 | $4,652-69.7% | $4,175-66.2% | $4,194-66.4% |
| Participant deferral / active EE | $5,501 | $6,159-10.7% | $5,451+0.9% | $6,396-14.0% |
| Admin fee / account holder | $1,054 | $16,880-93.8% | $14,497-92.7% | $12,562-91.6% |