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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 | $18,647 | $154,228-87.9% | $145,433-87.2% | $137,256-86.4% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 8.63% | 74.59%-66.0pp | 66.58%-57.9pp | 220.34%-211.7pp |
| Employer contribution / active EE | $2,007 | $4,804-58.2% | $4,554-55.9% | $4,156-51.7% |
| Participant deferral / active EE | $4,721 | $8,216-42.5% | $7,897-40.2% | $6,407-26.3% |
| Admin fee / account holder | $566,296 | $14,344+3848.1% | $13,129+4213.3% | $12,270+4515.2% |