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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 | $28,585 | $117,895-75.8% | $102,460-72.1% | $145,897-80.4% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 6.64% | 31.92%-25.3pp | 29.47%-22.8pp | 552.29%-545.6pp |
| Employer contribution / active EE | $1,518 | $3,619-58.1% | $3,025-49.8% | $4,663-67.4% |
| Participant deferral / active EE | $2,366 | $5,736-58.8% | $5,056-53.2% | $6,689-64.6% |
| Admin fee / account holder | $40,224 | $13,353+201.2% | $9,460+325.2% | $13,390+200.4% |