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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 | $21,245 | $181,062-88.3% | $158,223-86.6% | $155,188-86.3% |
| Participation rate | 60.9% | 82.7%-21.8pp | 79.2%-18.3pp | 80.8%-19.9pp |
| Annual return | 6.94% | 57.39%-50.4pp | 52.09%-45.2pp | 148.84%-141.9pp |
| Employer contribution / active EE | $1,773 | $4,565-61.2% | $4,109-56.9% | $4,248-58.3% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $12,494 | $18,825-33.6% | $16,047-22.1% | $14,480-13.7% |