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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 | $22,808 | $182,442-87.5% | $163,379-86.0% | $138,895-83.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 8.73% | 72.74%-64.0pp | 63.41%-54.7pp | 145.39%-136.7pp |
| Employer contribution / active EE | $2,495 | $4,159-40.0% | $3,752-33.5% | $4,194-40.5% |
| Participant deferral / active EE | $4,264 | $6,817-37.4% | $6,282-32.1% | $6,396-33.3% |
| Admin fee / account holder | $2,943 | $10,396-71.7% | $9,818-70.0% | $12,562-76.6% |