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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 | $20,856 | $172,111-87.9% | $150,298-86.1% | $137,256-84.8% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 4.55% | 69.37%-64.8pp | 62.79%-58.2pp | 220.34%-215.8pp |
| Employer contribution / active EE | $2,333 | $4,636-49.7% | $4,154-43.8% | $4,156-43.9% |
| Participant deferral / active EE | $8,939 | $6,166+45.0% | $5,453+63.9% | $6,407+39.5% |
| Admin fee / account holder | $80,203 | $16,471+386.9% | $14,116+468.2% | $12,270+553.6% |