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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 | $25,325 | $114,013-77.8% | $103,693-75.6% | $155,188-83.7% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 80.8%-18.3pp |
| Annual return | 6.59% | 49.31%-42.7pp | 47.61%-41.0pp | 148.84%-142.3pp |
| Employer contribution / active EE | $2,837 | $3,131-9.4% | $2,920-2.9% | $4,248-33.2% |
| Participant deferral / active EE | $6,108 | $4,970+22.9% | $4,579+33.4% | $6,531-6.5% |
| Admin fee / account holder | $56,769 | $8,407+575.3% | $7,858+622.4% | $14,480+292.1% |