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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 | $155,555-86.6% | $146,866-85.8% | $155,188-86.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 10.35% | 115.41%-105.1pp | 102.85%-92.5pp | 148.84%-138.5pp |
| Employer contribution / active EE | $2,893 | $4,647-37.7% | $4,425-34.6% | $4,248-31.9% |
| Participant deferral / active EE | $10,238 | $8,044+27.3% | $7,759+31.9% | $6,531+56.8% |
| Admin fee / account holder | $97,469 | $14,755+560.6% | $13,620+615.6% | $14,480+573.1% |