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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 | $28,957 | $117,846-75.4% | $102,434-71.7% | $145,884-80.2% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 7.85% | 31.90%-24.0pp | 29.46%-21.6pp | 551.85%-544.0pp |
| Employer contribution / active EE | $1,532 | $3,615-57.6% | $3,023-49.3% | $4,662-67.1% |
| Participant deferral / active EE | $5,098 | $5,733-11.1% | $5,055+0.8% | $6,690-23.8% |
| Admin fee / account holder | $865 | $13,356-93.5% | $9,462-90.9% | $13,392-93.5% |