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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 | $19,916 | $183,516-89.1% | $155,534-87.2% | $145,884-86.3% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 2.73% | 61.43%-58.7pp | 64.92%-62.2pp | 551.85%-549.1pp |
| Employer contribution / active EE | $1,096 | $5,315-79.4% | $4,675-76.5% | $4,662-76.5% |
| Participant deferral / active EE | $11,368 | $6,467+75.8% | $5,630+101.9% | $6,690+69.9% |
| Admin fee / account holder | $105,975 | $19,293+449.3% | $15,900+566.5% | $13,392+691.3% |