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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 | $70,366-71.3% | $66,674-69.7% | $138,895-85.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 8.84% | 386.41%-377.6pp | 321.24%-312.4pp | 145.39%-136.6pp |
| Employer contribution / active EE | $5,537 | $2,765+100.2% | $2,620+111.3% | $4,194+32.0% |
| Participant deferral / active EE | $1,250 | $4,374-71.4% | $4,084-69.4% | $6,396-80.5% |
| Admin fee / account holder | $15,040 | $5,262+185.8% | $5,098+195.0% | $12,562+19.7% |