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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 | $22,271 | $72,071-69.1% | $68,368-67.4% | $137,256-83.8% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.0%-24.4pp |
| Annual return | 6.29% | 353.14%-346.9pp | 292.57%-286.3pp | 220.34%-214.1pp |
| Employer contribution / active EE | $3,196 | $2,788+14.6% | $2,649+20.6% | $4,156-23.1% |
| Participant deferral / active EE | $4,309 | $4,410-2.3% | $4,123+4.5% | $6,407-32.7% |
| Admin fee / account holder | $29,773 | $5,336+458.0% | $5,150+478.1% | $12,270+142.6% |