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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 | $25,175 | $154,228-83.7% | $145,433-82.7% | $137,256-81.7% |
| Participation rate | 31.6% | 83.8%-52.2pp | 82.1%-50.5pp | 80.0%-48.4pp |
| Annual return | 3.50% | 74.59%-71.1pp | 66.58%-63.1pp | 220.34%-216.8pp |
| Employer contribution / active EE | $2,877 | $4,804-40.1% | $4,554-36.8% | $4,156-30.8% |
| Participant deferral / active EE | $7,315 | $8,216-11.0% | $7,897-7.4% | $6,407+14.2% |
| Admin fee / account holder | $119,756 | $14,344+734.9% | $13,129+812.2% | $12,270+876.0% |