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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 | $20,220 | $72,071-71.9% | $68,368-70.4% | $137,256-85.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 8.84% | 353.14%-344.3pp | 292.57%-283.7pp | 220.34%-211.5pp |
| Employer contribution / active EE | $5,537 | $2,788+98.6% | $2,649+109.0% | $4,156+33.2% |
| Participant deferral / active EE | $1,250 | $4,410-71.7% | $4,123-69.7% | $6,407-80.5% |
| Admin fee / account holder | $15,040 | $5,336+181.9% | $5,150+192.0% | $12,270+22.6% |