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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 | $25,866 | $212,386-87.8% | $199,883-87.1% | $138,895-81.4% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 10.26% | 47.75%-37.5pp | 43.81%-33.6pp | 145.39%-135.1pp |
| Employer contribution / active EE | $1,517 | $6,625-77.1% | $6,261-75.8% | $4,194-63.8% |
| Participant deferral / active EE | $8,191 | $9,617-14.8% | $9,138-10.4% | $6,396+28.1% |
| Admin fee / account holder | $30,221 | $18,233+65.7% | $17,268+75.0% | $12,562+140.6% |