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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 | $21,815 | $154,228-85.9% | $145,433-85.0% | $137,256-84.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 9.74% | 74.59%-64.8pp | 66.58%-56.8pp | 220.34%-210.6pp |
| Employer contribution / active EE | $1,038 | $4,804-78.4% | $4,554-77.2% | $4,156-75.0% |
| Participant deferral / active EE | $6,223 | $8,216-24.3% | $7,897-21.2% | $6,407-2.9% |
| Admin fee / account holder | $9,024 | $14,344-37.1% | $13,129-31.3% | $12,270-26.5% |