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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 | $17,005 | $183,539-90.7% | $155,556-89.1% | $145,897-88.3% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 5.24% | 61.31%-56.1pp | 64.84%-59.6pp | 552.29%-547.1pp |
| Employer contribution / active EE | $1,434 | $5,315-73.0% | $4,675-69.3% | $4,663-69.2% |
| Participant deferral / active EE | $2,453 | $6,467-62.1% | $5,631-56.4% | $6,689-63.3% |
| Admin fee / account holder | $1,722 | $19,275-91.1% | $15,885-89.2% | $13,390-87.1% |