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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 | $27,158 | $110,410-75.4% | $102,437-73.5% | $145,897-81.4% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | 8.97% | 24.85%-15.9pp | 24.95%-16.0pp | 552.29%-543.3pp |
| Employer contribution / active EE | $1,400 | $4,217-66.8% | $3,871-63.8% | $4,663-70.0% |
| Participant deferral / active EE | $6,625 | $5,622+17.8% | $5,060+30.9% | $6,689-1.0% |
| Admin fee / account holder | $344,665 | $9,745+3436.8% | $8,388+4009.0% | $13,390+2474.0% |