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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 | $16,021 | $154,228-89.6% | $145,433-89.0% | $137,256-88.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 8.46% | 74.59%-66.1pp | 66.58%-58.1pp | 220.34%-211.9pp |
| Employer contribution / active EE | $2,933 | $4,804-38.9% | $4,554-35.6% | $4,156-29.4% |
| Participant deferral / active EE | $6,404 | $8,216-22.1% | $7,897-18.9% | $6,4070% |
| Admin fee / account holder | $6,240 | $14,344-56.5% | $13,129-52.5% | $12,270-49.1% |