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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 | $14,706 | $72,071-79.6% | $68,368-78.5% | $137,256-89.3% |
| Participation rate | 17.6% | 76.2%-58.6pp | 73.8%-56.1pp | 80.0%-62.3pp |
| Annual return | 4.40% | 353.14%-348.7pp | 292.57%-288.2pp | 220.34%-215.9pp |
| Employer contribution / active EE | $2,455 | $2,788-12.0% | $2,649-7.3% | $4,156-40.9% |
| Participant deferral / active EE | $1,045 | $4,410-76.3% | $4,123-74.6% | $6,407-83.7% |
| Admin fee / account holder | $49,658 | $5,336+830.7% | $5,150+864.3% | $12,270+304.7% |