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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 | $26,297 | $185,312-85.8% | $161,489-83.7% | $154,746-83.0% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 6.35% | 103.84%-97.5pp | 89.72%-83.4pp | 172.34%-166.0pp |
| Employer contribution / active EE | $1,034 | $4,769-78.3% | $4,268-75.8% | $4,379-76.4% |
| Participant deferral / active EE | $3,726 | $6,350-41.3% | $5,630-33.8% | $6,730-44.6% |
| Admin fee / account holder | $255,389 | $18,654+1269.0% | $16,006+1495.6% | $14,365+1677.8% |