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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 | $18,918 | $154,228-87.7% | $145,433-87.0% | $137,256-86.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 2.33% | 74.59%-72.3pp | 66.58%-64.2pp | 220.34%-218.0pp |
| Employer contribution / active EE | $1,240 | $4,804-74.2% | $4,554-72.8% | $4,156-70.2% |
| Participant deferral / active EE | $6,447 | $8,216-21.5% | $7,897-18.4% | $6,407+0.6% |
| Admin fee / account holder | $3,283 | $14,344-77.1% | $13,129-75.0% | $12,270-73.2% |