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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 | $102,595-80.3% | $94,057-78.5% | $154,746-86.9% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 8.84% | 583.42%-574.6pp | 480.62%-471.8pp | 172.34%-163.5pp |
| Employer contribution / active EE | $5,537 | $3,147+75.9% | $2,933+88.8% | $4,379+26.4% |
| Participant deferral / active EE | $1,250 | $5,118-75.6% | $4,709-73.5% | $6,730-81.4% |
| Admin fee / account holder | $15,040 | $7,736+94.4% | $7,244+107.6% | $14,365+4.7% |