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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 | $23,699 | $160,040-85.2% | $147,096-83.9% | $145,877-83.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 9.43% | 98.49%-89.1pp | 419.75%-410.3pp | 551.28%-541.9pp |
| Employer contribution / active EE | $1,756 | $5,289-66.8% | $4,936-64.4% | $4,663-62.3% |
| Participant deferral / active EE | $3,706 | $8,429-56.0% | $8,071-54.1% | $6,691-44.6% |
| Admin fee / account holder | $14,754 | $15,050-2.0% | $13,005+13.4% | $13,402+10.1% |