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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 | $28,995 | $148,623-80.5% | $135,974-78.7% | $139,466-79.2% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 11.77% | 79.30%-67.5pp | 68.30%-56.5pp | 373.66%-361.9pp |
| Employer contribution / active EE | $1,073 | $5,246-79.5% | $4,859-77.9% | $4,754-77.4% |
| Participant deferral / active EE | $6,048 | $8,103-25.4% | $7,760-22.1% | $6,712-9.9% |
| Admin fee / account holder | $611 | $12,406-95.1% | $10,767-94.3% | $11,409-94.6% |