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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 | $23,996 | $175,231-86.3% | $149,696-84.0% | $139,466-82.8% |
| Participation rate | 30.4% | 83.4%-53.0pp | 78.8%-48.3pp | 80.3%-49.9pp |
| Annual return | 8.30% | 166.77%-158.5pp | 134.46%-126.2pp | 373.66%-365.4pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,959 | $6,521-70.0% | $5,682-65.5% | $6,712-70.8% |
| Admin fee / account holder | $37,055 | $16,155+129.4% | $13,212+180.5% | $11,409+224.8% |