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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 | $201,264-85.5% | $184,185-84.1% | $145,978-80.0% |
| Participation rate | 16.7% | 87.5%-70.8pp | 86.8%-70.2pp | 80.3%-63.6pp |
| Annual return | 7.59% | 29.00%-21.4pp | 28.81%-21.2pp | 550.52%-542.9pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,867 | $9,806-40.2% | $9,132-35.8% | $6,690-12.3% |
| Admin fee / account holder | $121,091 | $16,376+639.5% | $13,909+770.6% | $13,400+803.6% |