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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 | $18,373 | $183,539-90.0% | $155,556-88.2% | $145,897-87.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 8.55% | 61.31%-52.8pp | 64.84%-56.3pp | 552.29%-543.7pp |
| Employer contribution / active EE | $4,050 | $5,315-23.8% | $4,675-13.4% | $4,663-13.1% |
| Participant deferral / active EE | $10,125 | $6,467+56.6% | $5,631+79.8% | $6,689+51.4% |
| Admin fee / account holder | $106,315 | $19,275+451.6% | $15,885+569.3% | $13,390+694.0% |