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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 | $23,941 | $183,516-87.0% | $155,534-84.6% | $145,884-83.6% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 8.48% | 61.43%-52.9pp | 64.92%-56.4pp | 551.85%-543.4pp |
| Employer contribution / active EE | $1,900 | $5,315-64.2% | $4,675-59.4% | $4,662-59.2% |
| Participant deferral / active EE | $1,915 | $6,467-70.4% | $5,630-66.0% | $6,690-71.4% |
| Admin fee / account holder | $1,002 | $19,293-94.8% | $15,900-93.7% | $13,392-92.5% |