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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 | $32,104 | $94,749-66.1% | $112,899-71.6% | $139,456-77.0% |
| Participation rate | 66.7% | 81.3%-14.6pp | 80.5%-13.9pp | 80.3%-13.7pp |
| Annual return | 10.25% | 40.92%-30.7pp | 34.11%-23.9pp | 373.45%-363.2pp |
| Employer contribution / active EE | $3,105 | $4,630-32.9% | $4,566-32.0% | $4,753-34.7% |
| Participant deferral / active EE | $3,264 | $6,517-49.9% | $6,516-49.9% | $6,711-51.4% |
| Admin fee / account holder | $6,400 | $8,530-25.0% | $7,047-9.2% | $11,407-43.9% |