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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 | $42,463 | $185,312-77.1% | $161,489-73.7% | $154,746-72.6% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 8.65% | 103.84%-95.2pp | 89.72%-81.1pp | 172.34%-163.7pp |
| Employer contribution / active EE | $4,167 | $4,769-12.6% | $4,268-2.4% | $4,379-4.9% |
| Participant deferral / active EE | $3,225 | $6,350-49.2% | $5,630-42.7% | $6,730-52.1% |
| Admin fee / account holder | $2,532 | $18,654-86.4% | $16,006-84.2% | $14,365-82.4% |