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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 | $21,917 | $183,592-88.1% | $155,567-85.9% | $145,959-85.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 6.46% | 61.24%-54.8pp | 64.74%-58.3pp | 561.95%-555.5pp |
| Employer contribution / active EE | $1,609 | $5,315-69.7% | $4,674-65.6% | $4,661-65.5% |
| Participant deferral / active EE | $3,728 | $6,464-42.3% | $5,628-33.8% | $6,689-44.3% |
| Admin fee / account holder | $581 | $19,318-97.0% | $15,916-96.3% | $13,398-95.7% |