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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 | $16,173 | $154,228-89.5% | $145,433-88.9% | $137,256-88.2% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.3pp | 80.0%-37.1pp |
| Annual return | 7.79% | 74.59%-66.8pp | 66.58%-58.8pp | 220.34%-212.5pp |
| Employer contribution / active EE | $891 | $4,804-81.5% | $4,554-80.4% | $4,156-78.6% |
| Participant deferral / active EE | $2,419 | $8,216-70.6% | $7,897-69.4% | $6,407-62.2% |
| Admin fee / account holder | $41,062 | $14,344+186.3% | $13,129+212.8% | $12,270+234.6% |