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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 | $22,069 | $78,670-71.9% | $109,173-79.8% | $85,847-74.3% |
| Participation rate | 66.7% | 68.3%-1.6pp | 75.9%-9.2pp | 69.3%-2.7pp |
| Annual return | 10.14% | 25.09%-15.0pp | 25.75%-15.6pp | 318.61%-308.5pp |
| Employer contribution / active EE | $2,982 | $2,734+9.1% | $3,723-19.9% | $2,565+16.3% |
| Participant deferral / active EE | $5,039 | $3,467+45.3% | $4,654+8.3% | $3,952+27.5% |
| Admin fee / account holder | $781 | $5,469-85.7% | $6,755-88.4% | $6,261-87.5% |