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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 | $20,459 | $183,592-88.9% | $155,567-86.8% | $145,959-86.0% |
| Participation rate | 68.8% | 82.7%-13.9pp | 78.2%-9.4pp | 80.3%-11.5pp |
| Annual return | 5.13% | 61.24%-56.1pp | 64.74%-59.6pp | 561.95%-556.8pp |
| Employer contribution / active EE | $1,794 | $5,315-66.2% | $4,674-61.6% | $4,661-61.5% |
| Participant deferral / active EE | $4,791 | $6,464-25.9% | $5,628-14.9% | $6,689-28.4% |
| Admin fee / account holder | $73,508 | $19,318+280.5% | $15,916+361.8% | $13,398+448.7% |