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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 | $17,576 | $148,623-88.2% | $135,974-87.1% | $139,466-87.4% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 7.16% | 79.30%-72.1pp | 68.30%-61.1pp | 373.66%-366.5pp |
| Employer contribution / active EE | $1,478 | $5,246-71.8% | $4,859-69.6% | $4,754-68.9% |
| Participant deferral / active EE | $5,572 | $8,103-31.2% | $7,760-28.2% | $6,712-17.0% |
| Admin fee / account holder | $43,683 | $12,406+252.1% | $10,767+305.7% | $11,409+282.9% |