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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 | $24,652 | $182,442-86.5% | $163,379-84.9% | $138,895-82.3% |
| Participation rate | 33.3% | 79.8%-46.4pp | 76.8%-43.5pp | 79.9%-46.6pp |
| Annual return | 6.53% | 72.74%-66.2pp | 63.41%-56.9pp | 145.39%-138.9pp |
| Employer contribution / active EE | $914 | $4,159-78.0% | $3,752-75.6% | $4,194-78.2% |
| Participant deferral / active EE | $3,659 | $6,817-46.3% | $6,282-41.7% | $6,396-42.8% |
| Admin fee / account holder | $186,207 | $10,396+1691.2% | $9,818+1796.6% | $12,562+1382.3% |