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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 | $23,204 | $154,228-85.0% | $145,433-84.0% | $137,256-83.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 8.99% | 74.59%-65.6pp | 66.58%-57.6pp | 220.34%-211.4pp |
| Employer contribution / active EE | $2,976 | $4,804-38.1% | $4,554-34.7% | $4,156-28.4% |
| Participant deferral / active EE | $3,697 | $8,216-55.0% | $7,897-53.2% | $6,407-42.3% |
| Admin fee / account holder | $32,411 | $14,344+126.0% | $13,129+146.9% | $12,270+164.1% |