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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 | $117,904-75.8% | $102,457-72.1% | $145,978-80.4% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 6.64% | 31.80%-25.2pp | 29.41%-22.8pp | 550.52%-543.9pp |
| Employer contribution / active EE | $1,518 | $3,613-58.0% | $3,022-49.8% | $4,662-67.4% |
| Participant deferral / active EE | $2,366 | $5,733-58.7% | $5,054-53.2% | $6,690-64.6% |
| Admin fee / account holder | $40,224 | $13,329+201.8% | $9,451+325.6% | $13,400+200.2% |