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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 | $26,372 | $70,121-62.4% | $63,803-58.7% | $138,895-81.0% |
| Participation rate | 66.7% | 77.2%-10.5pp | 72.7%-6.0pp | 79.9%-13.3pp |
| Annual return | 8.98% | 946.48%-937.5pp | 543.72%-534.7pp | 145.39%-136.4pp |
| Employer contribution / active EE | $1,627 | $2,882-43.5% | $2,532-35.7% | $4,194-61.2% |
| Participant deferral / active EE | $8,097 | $4,535+78.5% | $3,843+110.7% | $6,396+26.6% |
| Admin fee / account holder | $13,382 | $6,738+98.6% | $5,196+157.5% | $12,562+6.5% |