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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 | $12,425 | $114,119-89.1% | $107,187-88.4% | $138,895-91.1% |
| Participation rate | 16.7% | 78.1%-61.4pp | 75.0%-58.4pp | 79.9%-63.3pp |
| Annual return | 2.99% | 273.21%-270.2pp | 204.55%-201.6pp | 145.39%-142.4pp |
| Employer contribution / active EE | $2,533 | $4,059-37.6% | $3,782-33.0% | $4,194-39.6% |
| Participant deferral / active EE | $5,880 | $5,538+6.2% | $5,096+15.4% | $6,396-8.1% |
| Admin fee / account holder | $40,383 | $10,024+302.9% | $9,162+340.8% | $12,562+221.5% |