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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 | $14,925 | $85,060-82.5% | $70,565-78.8% | $139,487-89.3% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.4%-1.7pp | 80.3%-13.7pp |
| Annual return | 9.94% | 30.39%-20.5pp | 32.79%-22.9pp | 373.84%-363.9pp |
| Employer contribution / active EE | $2,658 | $3,912-32.1% | $2,976-10.7% | $4,755-44.1% |
| Participant deferral / active EE | $7,486 | $5,891+27.1% | $4,568+63.9% | $6,713+11.5% |
| Admin fee / account holder | $17,670 | $8,932+97.8% | $6,430+174.8% | $11,407+54.9% |