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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 | $183,592-87.9% | $155,574-85.7% | $145,877-84.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 6.04% | 61.37%-55.3pp | 64.87%-58.8pp | 551.28%-545.2pp |
| Employer contribution / active EE | $1,446 | $5,317-72.8% | $4,676-69.1% | $4,663-69.0% |
| Participant deferral / active EE | $4,050 | $6,466-37.4% | $5,629-28.1% | $6,691-39.5% |
| Admin fee / account holder | $21,547 | $19,316+11.5% | $15,914+35.4% | $13,402+60.8% |