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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 | $21,829 | $154,228-85.8% | $145,433-85.0% | $137,256-84.1% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.3pp | 80.0%-37.1pp |
| Annual return | 6.29% | 74.59%-68.3pp | 66.58%-60.3pp | 220.34%-214.1pp |
| Employer contribution / active EE | $3,261 | $4,804-32.1% | $4,554-28.4% | $4,156-21.5% |
| Participant deferral / active EE | $5,340 | $8,216-35.0% | $7,897-32.4% | $6,407-16.7% |
| Admin fee / account holder | $78,902 | $14,344+450.1% | $13,129+501.0% | $12,270+543.0% |