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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 | $19,726 | $208,088-90.5% | $186,193-89.4% | $154,746-87.3% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 6.98% | 89.97%-83.0pp | 78.03%-71.1pp | 172.34%-165.4pp |
| Employer contribution / active EE | $2,753 | $4,340-36.6% | $3,918-29.7% | $4,379-37.1% |
| Participant deferral / active EE | $10,141 | $7,078+43.3% | $6,513+55.7% | $6,730+50.7% |
| Admin fee / account holder | $29,677 | $11,698+153.7% | $11,058+168.4% | $14,365+106.6% |