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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 | $160,040-85.1% | $147,096-83.7% | $145,877-83.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 8.96% | 98.49%-89.5pp | 419.75%-410.8pp | 551.28%-542.3pp |
| Employer contribution / active EE | $4,130 | $5,289-21.9% | $4,936-16.3% | $4,663-11.4% |
| Participant deferral / active EE | $8,270 | $8,429-1.9% | $8,071+2.5% | $6,691+23.6% |
| Admin fee / account holder | $8,732 | $15,050-42.0% | $13,005-32.9% | $13,402-34.8% |