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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 | $26,755 | $112,729-76.3% | $98,716-72.9% | $137,256-80.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 7.94% | 38.48%-30.5pp | 31.81%-23.9pp | 220.34%-212.4pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,579 | $4,640-66.0% | $4,048-61.0% | $6,407-75.3% |
| Admin fee / account holder | $29,017 | $10,129+186.5% | $8,703+233.4% | $12,270+136.5% |