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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 | $18,856 | $114,119-83.5% | $107,187-82.4% | $138,895-86.4% |
| Participation rate | 33.3% | 78.1%-44.7pp | 75.0%-41.7pp | 79.9%-46.6pp |
| Annual return | 10.05% | 273.21%-263.2pp | 204.55%-194.5pp | 145.39%-135.3pp |
| Employer contribution / active EE | $1,323 | $4,059-67.4% | $3,782-65.0% | $4,194-68.5% |
| Participant deferral / active EE | $4,981 | $5,538-10.1% | $5,096-2.3% | $6,396-22.1% |
| Admin fee / account holder | $45,140 | $10,024+350.3% | $9,162+392.7% | $12,562+259.3% |