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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 | $35,867 | $154,228-76.7% | $145,433-75.3% | $137,256-73.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 9.16% | 74.59%-65.4pp | 66.58%-57.4pp | 220.34%-211.2pp |
| Employer contribution / active EE | $2,328 | $4,804-51.5% | $4,554-48.9% | $4,156-44.0% |
| Participant deferral / active EE | $3,013 | $8,216-63.3% | $7,897-61.8% | $6,407-53.0% |
| Admin fee / account holder | $31,152 | $14,344+117.2% | $13,129+137.3% | $12,270+153.9% |