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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 | $22,823 | $185,312-87.7% | $161,489-85.9% | $154,746-85.3% |
| Participation rate | 68.4% | 82.5%-14.0pp | 78.7%-10.3pp | 80.7%-12.3pp |
| Annual return | 7.59% | 103.84%-96.3pp | 89.72%-82.1pp | 172.34%-164.8pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,378 | $6,350-62.6% | $5,630-57.8% | $6,730-64.7% |
| Admin fee / account holder | $25,819 | $18,654+38.4% | $16,006+61.3% | $14,365+79.7% |