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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 | $26,504 | $108,897-75.7% | $100,378-73.6% | $145,877-81.8% |
| Participation rate | 57.1% | 83.0%-25.8pp | 81.5%-24.4pp | 80.3%-23.2pp |
| Annual return | 8.66% | 58.17%-49.5pp | 49.41%-40.8pp | 551.28%-542.6pp |
| Employer contribution / active EE | $2,664 | $4,420-39.7% | $3,942-32.4% | $4,663-42.9% |
| Participant deferral / active EE | $5,774 | $8,455-31.7% | $8,087-28.6% | $6,691-13.7% |
| Admin fee / account holder | $14,015 | $9,690+44.6% | $7,899+77.4% | $13,402+4.6% |