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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 | $23,524 | $100,970-76.7% | $96,576-75.6% | $137,256-82.9% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 12.58% | 38.16%-25.6pp | 38.47%-25.9pp | 220.34%-207.8pp |
| Employer contribution / active EE | $4,504 | $3,809+18.2% | $3,553+26.8% | $4,156+8.4% |
| Participant deferral / active EE | $13,667 | $8,286+64.9% | $7,956+71.8% | $6,407+113.3% |
| Admin fee / account holder | $116,520 | $11,312+930.1% | $11,381+923.8% | $12,270+849.6% |