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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 | $110,337-75.4% | $102,383-73.5% | $145,877-81.4% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | 8.97% | 24.83%-15.9pp | 24.94%-16.0pp | 551.28%-542.3pp |
| Employer contribution / active EE | $1,400 | $4,216-66.8% | $3,870-63.8% | $4,663-70.0% |
| Participant deferral / active EE | $6,625 | $5,621+17.9% | $5,060+30.9% | $6,691-1.0% |
| Admin fee / account holder | $344,665 | $9,750+3435.2% | $8,391+4007.4% | $13,402+2471.7% |