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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 | $26,899 | $183,592-85.3% | $155,567-82.7% | $145,959-81.6% |
| Participation rate | 7.1% | 82.7%-75.5pp | 78.2%-71.1pp | 80.3%-73.1pp |
| Annual return | 6.53% | 61.24%-54.7pp | 64.74%-58.2pp | 561.95%-555.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,863 | $6,464-71.2% | $5,628-66.9% | $6,689-72.1% |
| Admin fee / account holder | $23,252 | $19,318+20.4% | $15,916+46.1% | $13,398+73.6% |