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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 | $29,198 | $201,370-85.5% | $184,256-84.2% | $145,897-80.0% |
| Participation rate | 16.7% | 87.5%-70.8pp | 86.8%-70.2pp | 80.3%-63.6pp |
| Annual return | 7.59% | 29.05%-21.5pp | 28.85%-21.3pp | 552.29%-544.7pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,867 | $9,808-40.2% | $9,133-35.8% | $6,689-12.3% |
| Admin fee / account holder | $121,091 | $16,364+640.0% | $13,899+771.2% | $13,390+804.3% |