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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 | $23,852 | $154,228-84.5% | $145,433-83.6% | $137,256-82.6% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 9.67% | 74.59%-64.9pp | 66.58%-56.9pp | 220.34%-210.7pp |
| Employer contribution / active EE | $1,340 | $4,804-72.1% | $4,554-70.6% | $4,156-67.8% |
| Participant deferral / active EE | $10,986 | $8,216+33.7% | $7,897+39.1% | $6,407+71.5% |
| Admin fee / account holder | $285,982 | $14,344+1893.8% | $13,129+2078.2% | $12,270+2230.7% |