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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 | $19,526 | $160,040-87.8% | $147,096-86.7% | $145,877-86.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 7.04% | 98.49%-91.5pp | 419.75%-412.7pp | 551.28%-544.2pp |
| Employer contribution / active EE | $5,587 | $5,289+5.6% | $4,936+13.2% | $4,663+19.8% |
| Participant deferral / active EE | $6,598 | $8,429-21.7% | $8,071-18.3% | $6,691-1.4% |
| Admin fee / account holder | $25,042 | $15,050+66.4% | $13,005+92.6% | $13,402+86.9% |