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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 | $24,149 | $112,729-78.6% | $98,716-75.5% | $137,256-82.4% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.3%-6.8pp | 80.0%-17.5pp |
| Annual return | 5.66% | 38.48%-32.8pp | 31.81%-26.1pp | 220.34%-214.7pp |
| Employer contribution / active EE | $933 | $2,725-65.8% | $2,279-59.0% | $4,156-77.5% |
| Participant deferral / active EE | $2,387 | $4,640-48.6% | $4,048-41.0% | $6,407-62.7% |
| Admin fee / account holder | $95,818 | $10,129+846.0% | $8,703+1001.0% | $12,270+680.9% |