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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 | $162,136-87.2% | $152,301-86.3% | $154,746-86.6% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 10.35% | 91.02%-80.7pp | 80.50%-70.2pp | 172.34%-162.0pp |
| Employer contribution / active EE | $2,893 | $4,890-40.8% | $4,624-37.4% | $4,379-33.9% |
| Participant deferral / active EE | $10,238 | $8,341+22.7% | $8,004+27.9% | $6,730+52.1% |
| Admin fee / account holder | $97,469 | $15,759+518.5% | $14,398+577.0% | $14,365+578.5% |