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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 | $11,617 | $72,071-83.9% | $68,368-83.0% | $137,256-91.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 5.31% | 353.14%-347.8pp | 292.57%-287.3pp | 220.34%-215.0pp |
| Employer contribution / active EE | $4,536 | $2,788+62.7% | $2,649+71.2% | $4,156+9.1% |
| Participant deferral / active EE | $15,543 | $4,410+252.4% | $4,123+277.0% | $6,407+142.6% |
| Admin fee / account holder | $20,511 | $5,336+284.4% | $5,150+298.3% | $12,270+67.2% |