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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 | $23,916 | $160,028-85.1% | $147,080-83.7% | $145,884-83.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 8.96% | 98.60%-89.6pp | 420.17%-411.2pp | 551.85%-542.9pp |
| Employer contribution / active EE | $4,130 | $5,286-21.9% | $4,933-16.3% | $4,662-11.4% |
| Participant deferral / active EE | $8,270 | $8,422-1.8% | $8,066+2.5% | $6,690+23.6% |
| Admin fee / account holder | $8,732 | $15,030-41.9% | $12,989-32.8% | $13,392-34.8% |