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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 | $22,282 | $183,539-87.9% | $155,556-85.7% | $145,897-84.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 6.04% | 61.31%-55.3pp | 64.84%-58.8pp | 552.29%-546.3pp |
| Employer contribution / active EE | $1,446 | $5,315-72.8% | $4,675-69.1% | $4,663-69.0% |
| Participant deferral / active EE | $4,050 | $6,467-37.4% | $5,631-28.1% | $6,689-39.5% |
| Admin fee / account holder | $21,547 | $19,275+11.8% | $15,885+35.6% | $13,390+60.9% |