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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 | $21,402 | $111,814-80.9% | $103,378-79.3% | $145,978-85.3% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 7.86% | 24.80%-16.9pp | 24.91%-17.0pp | 550.52%-542.7pp |
| Employer contribution / active EE | $881 | $4,215-79.1% | $3,870-77.2% | $4,662-81.1% |
| Participant deferral / active EE | $3,083 | $5,618-45.1% | $5,058-39.0% | $6,690-53.9% |
| Admin fee / account holder | $100,638 | $9,764+930.7% | $8,401+1097.9% | $13,400+651.0% |