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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 | $18,008 | $148,623-87.9% | $135,974-86.8% | $139,466-87.1% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 10.86% | 79.30%-68.4pp | 68.30%-57.4pp | 373.66%-362.8pp |
| Employer contribution / active EE | $1,306 | $5,246-75.1% | $4,859-73.1% | $4,754-72.5% |
| Participant deferral / active EE | $3,527 | $8,103-56.5% | $7,760-54.5% | $6,712-47.5% |
| Admin fee / account holder | $18,629 | $12,406+50.2% | $10,767+73.0% | $11,409+63.3% |