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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 | $26,245 | $117,859-77.7% | $102,438-74.4% | $145,959-82.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 7.53% | 31.72%-24.2pp | 29.37%-21.8pp | 561.95%-554.4pp |
| Employer contribution / active EE | $2,263 | $3,615-37.4% | $3,024-25.2% | $4,661-51.4% |
| Participant deferral / active EE | $2,552 | $5,732-55.5% | $5,054-49.5% | $6,689-61.9% |
| Admin fee / account holder | $5,485 | $13,318-58.8% | $9,448-41.9% | $13,398-59.1% |