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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 | $183,516-86.3% | $155,534-83.9% | $145,884-82.8% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 5.68% | 61.43%-55.7pp | 64.92%-59.2pp | 551.85%-546.2pp |
| Employer contribution / active EE | $2,209 | $5,315-58.4% | $4,675-52.7% | $4,662-52.6% |
| Participant deferral / active EE | $3,067 | $6,467-52.6% | $5,630-45.5% | $6,690-54.2% |
| Admin fee / account holder | $21,153 | $19,293+9.6% | $15,900+33.0% | $13,392+58.0% |