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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 | $27,415 | $154,228-82.2% | $145,433-81.1% | $137,256-80.0% |
| Participation rate | 20.0% | 83.8%-63.8pp | 82.1%-62.1pp | 80.0%-60.0pp |
| Annual return | 9.61% | 74.59%-65.0pp | 66.58%-57.0pp | 220.34%-210.7pp |
| Employer contribution / active EE | $887 | $4,804-81.5% | $4,554-80.5% | $4,156-78.7% |
| Participant deferral / active EE | $4,465 | $8,216-45.7% | $7,897-43.5% | $6,407-30.3% |
| Admin fee / account holder | $58,321 | $14,344+306.6% | $13,129+344.2% | $12,270+375.3% |