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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 | $23,092 | $185,312-87.5% | $161,489-85.7% | $154,746-85.1% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 6.19% | 103.84%-97.6pp | 89.72%-83.5pp | 172.34%-166.1pp |
| Employer contribution / active EE | $1,060 | $4,769-77.8% | $4,268-75.2% | $4,379-75.8% |
| Participant deferral / active EE | $3,833 | $6,350-39.6% | $5,630-31.9% | $6,730-43.0% |
| Admin fee / account holder | $191,076 | $18,654+924.3% | $16,006+1093.8% | $14,365+1230.1% |