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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 | $20,741 | $174,379-88.1% | $152,093-86.4% | $138,895-85.1% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 8.00% | 74.86%-66.9pp | 66.36%-58.4pp | 145.39%-137.4pp |
| Employer contribution / active EE | $9,366 | $4,652+101.3% | $4,175+124.3% | $4,194+123.3% |
| Participant deferral / active EE | $15,654 | $6,159+154.2% | $5,451+187.2% | $6,396+144.7% |
| Admin fee / account holder | $785,392 | $16,880+4552.8% | $14,497+5317.8% | $12,562+6152.0% |