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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 | $17,802 | $160,070-88.9% | $147,117-87.9% | $145,897-87.8% |
| Participation rate | 54.2% | 84.0%-29.9pp | 82.2%-28.0pp | 80.3%-26.1pp |
| Annual return | 8.24% | 98.69%-90.4pp | 420.54%-412.3pp | 552.29%-544.1pp |
| Employer contribution / active EE | $3,201 | $5,285-39.4% | $4,932-35.1% | $4,663-31.3% |
| Participant deferral / active EE | $5,459 | $8,419-35.2% | $8,065-32.3% | $6,689-18.4% |
| Admin fee / account holder | $10,615 | $15,035-29.4% | $12,993-18.3% | $13,390-20.7% |