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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 | $22,486 | $176,120-87.2% | $159,487-85.9% | $167,553-86.6% |
| Participation rate | 52.9% | 85.0%-32.0pp | 82.8%-29.9pp | 82.1%-29.2pp |
| Annual return | 7.26% | 331.95%-324.7pp | 263.71%-256.4pp | 478.89%-471.6pp |
| Employer contribution / active EE | $1,248 | $5,299-76.4% | $4,831-74.2% | $4,840-74.2% |
| Participant deferral / active EE | $2,853 | $7,752-63.2% | $7,354-61.2% | $6,343-55.0% |
| Admin fee / account holder | $33,136 | $12,561+163.8% | $10,804+206.7% | $12,316+169.0% |