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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 | $21,509 | $156,398-86.2% | $147,318-85.4% | $138,895-84.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 8.54% | 78.75%-70.2pp | 70.43%-61.9pp | 145.39%-136.9pp |
| Employer contribution / active EE | $3,060 | $4,853-36.9% | $4,593-33.4% | $4,194-27.0% |
| Participant deferral / active EE | $4,059 | $8,237-50.7% | $7,906-48.7% | $6,396-36.5% |
| Admin fee / account holder | $23,868 | $14,976+59.4% | $13,708+74.1% | $12,562+90.0% |