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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 | $23,787 | $100,073-76.2% | $85,126-72.1% | $145,877-83.7% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 6.91% | 84.11%-77.2pp | 66.63%-59.7pp | 551.28%-544.4pp |
| Employer contribution / active EE | $3,964 | $3,236+22.5% | $2,731+45.1% | $4,663-15.0% |
| Participant deferral / active EE | $1,410 | $5,294-73.4% | $4,523-68.8% | $6,691-78.9% |
| Admin fee / account holder | $7,843 | $7,261+8.0% | $6,160+27.3% | $13,402-41.5% |