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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 | $70,366-83.5% | $66,674-82.6% | $138,895-91.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 5.31% | 386.41%-381.1pp | 321.24%-315.9pp | 145.39%-140.1pp |
| Employer contribution / active EE | $4,536 | $2,765+64.0% | $2,620+73.1% | $4,194+8.1% |
| Participant deferral / active EE | $15,543 | $4,374+255.3% | $4,084+280.6% | $6,396+143.0% |
| Admin fee / account holder | $20,511 | $5,262+289.8% | $5,098+302.3% | $12,562+63.3% |