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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 | $25,089 | $183,592-86.3% | $155,574-83.9% | $145,877-82.8% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 5.68% | 61.37%-55.7pp | 64.87%-59.2pp | 551.28%-545.6pp |
| Employer contribution / active EE | $2,209 | $5,317-58.5% | $4,676-52.8% | $4,663-52.6% |
| Participant deferral / active EE | $3,067 | $6,466-52.6% | $5,629-45.5% | $6,691-54.2% |
| Admin fee / account holder | $21,153 | $19,316+9.5% | $15,914+32.9% | $13,402+57.8% |