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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 | $25,966 | $160,070-83.8% | $147,117-82.4% | $145,897-82.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.58% | 98.69%-91.1pp | 420.54%-413.0pp | 552.29%-544.7pp |
| Employer contribution / active EE | $3,143 | $5,285-40.5% | $4,932-36.3% | $4,663-32.6% |
| Participant deferral / active EE | $11,050 | $8,419+31.3% | $8,065+37.0% | $6,689+65.2% |
| Admin fee / account holder | $35,503 | $15,035+136.1% | $12,993+173.3% | $13,390+165.1% |