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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 | $17,529 | $160,070-89.0% | $147,117-88.1% | $145,897-88.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.76% | 98.69%-89.9pp | 420.54%-411.8pp | 552.29%-543.5pp |
| Employer contribution / active EE | $2,839 | $5,285-46.3% | $4,932-42.4% | $4,663-39.1% |
| Participant deferral / active EE | $4,964 | $8,419-41.0% | $8,065-38.4% | $6,689-25.8% |
| Admin fee / account holder | $11,264 | $15,035-25.1% | $12,993-13.3% | $13,390-15.9% |