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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 | $17,946 | $132,634-86.5% | $115,768-84.5% | $137,256-86.9% |
| Participation rate | 68.2% | 77.9%-9.7pp | 74.4%-6.2pp | 80.0%-11.8pp |
| Annual return | 5.00% | 160.70%-155.7pp | 100.46%-95.5pp | 220.34%-215.3pp |
| Employer contribution / active EE | $1,608 | $3,360-52.1% | $2,940-45.3% | $4,156-61.3% |
| Participant deferral / active EE | $4,333 | $5,619-22.9% | $4,917-11.9% | $6,407-32.4% |
| Admin fee / account holder | $68,282 | $15,028+354.4% | $12,439+448.9% | $12,270+456.5% |