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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 | $18,820 | $160,040-88.2% | $147,096-87.2% | $145,877-87.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.19% | 98.49%-90.3pp | 419.75%-411.6pp | 551.28%-543.1pp |
| Employer contribution / active EE | $2,643 | $5,289-50.0% | $4,936-46.5% | $4,663-43.3% |
| Participant deferral / active EE | $3,893 | $8,429-53.8% | $8,071-51.8% | $6,691-41.8% |
| Admin fee / account holder | $2,248 | $15,050-85.1% | $13,005-82.7% | $13,402-83.2% |