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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 | $22,046 | $183,627-88.0% | $155,602-85.8% | $145,978-84.9% |
| Participation rate | 61.5% | 82.7%-21.2pp | 78.2%-16.7pp | 80.3%-18.8pp |
| Annual return | 6.01% | 61.32%-55.3pp | 64.81%-58.8pp | 550.52%-544.5pp |
| Employer contribution / active EE | $1,599 | $5,316-69.9% | $4,675-65.8% | $4,662-65.7% |
| Participant deferral / active EE | $3,901 | $6,466-39.7% | $5,629-30.7% | $6,690-41.7% |
| Admin fee / account holder | $36,740 | $19,327+90.1% | $15,923+130.7% | $13,400+174.2% |