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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 | $18,722 | $185,312-89.9% | $161,489-88.4% | $154,746-87.9% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 6.99% | 103.84%-96.9pp | 89.72%-82.7pp | 172.34%-165.3pp |
| Employer contribution / active EE | $1,328 | $4,769-72.1% | $4,268-68.9% | $4,379-69.7% |
| Participant deferral / active EE | $2,423 | $6,350-61.8% | $5,630-57.0% | $6,730-64.0% |
| Admin fee / account holder | $66,642 | $18,654+257.2% | $16,006+316.4% | $14,365+363.9% |