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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 | $25,417 | $97,751-74.0% | $103,447-75.4% | $145,877-82.6% |
| Participation rate | 60.0% | 81.1%-21.1pp | 80.5%-20.5pp | 80.3%-20.3pp |
| Annual return | 7.23% | 25.43%-18.2pp | 23.92%-16.7pp | 551.28%-544.1pp |
| Employer contribution / active EE | $2,778 | $4,684-40.7% | $4,678-40.6% | $4,663-40.4% |
| Participant deferral / active EE | $6,816 | $6,603+3.2% | $6,624+2.9% | $6,691+1.9% |
| Admin fee / account holder | $134,793 | $12,515+977.0% | $9,415+1331.7% | $13,402+905.8% |