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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 | $24,004 | $160,040-85.0% | $147,096-83.7% | $145,877-83.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 8.90% | 98.49%-89.6pp | 419.75%-410.8pp | 551.28%-542.4pp |
| Employer contribution / active EE | $3,385 | $5,289-36.0% | $4,936-31.4% | $4,663-27.4% |
| Participant deferral / active EE | $8,462 | $8,429+0.4% | $8,071+4.8% | $6,691+26.5% |
| Admin fee / account holder | $10,002 | $15,050-33.5% | $13,005-23.1% | $13,402-25.4% |