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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 | $27,228 | $174,379-84.4% | $152,093-82.1% | $138,895-80.4% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 9.80% | 74.86%-65.1pp | 66.36%-56.6pp | 145.39%-135.6pp |
| Employer contribution / active EE | $998 | $4,652-78.6% | $4,175-76.1% | $4,194-76.2% |
| Participant deferral / active EE | $4,576 | $6,159-25.7% | $5,451-16.1% | $6,396-28.5% |
| Admin fee / account holder | $47,635 | $16,880+182.2% | $14,497+228.6% | $12,562+279.2% |