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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 | $20,805 | $156,398-86.7% | $147,318-85.9% | $138,895-85.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 10.35% | 78.75%-68.4pp | 70.43%-60.1pp | 145.39%-135.0pp |
| Employer contribution / active EE | $2,893 | $4,853-40.4% | $4,593-37.0% | $4,194-31.0% |
| Participant deferral / active EE | $10,238 | $8,237+24.3% | $7,906+29.5% | $6,396+60.1% |
| Admin fee / account holder | $97,469 | $14,976+550.8% | $13,708+611.1% | $12,562+675.9% |