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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 | $24,597 | $182,442-86.5% | $163,379-84.9% | $138,895-82.3% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 5.45% | 72.74%-67.3pp | 63.41%-58.0pp | 145.39%-139.9pp |
| Employer contribution / active EE | $2,108 | $4,159-49.3% | $3,752-43.8% | $4,194-49.7% |
| Participant deferral / active EE | $20,667 | $6,817+203.2% | $6,282+229.0% | $6,396+223.1% |
| Admin fee / account holder | $23,353 | $10,396+124.6% | $9,818+137.9% | $12,562+85.9% |