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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 | $201,344-85.5% | $184,243-84.2% | $145,877-80.0% |
| Participation rate | 16.7% | 87.5%-70.8pp | 86.8%-70.2pp | 80.3%-63.6pp |
| Annual return | 7.59% | 29.01%-21.4pp | 28.82%-21.2pp | 551.28%-543.7pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,867 | $9,807-40.2% | $9,132-35.8% | $6,691-12.3% |
| Admin fee / account holder | $121,091 | $16,382+639.2% | $13,914+770.3% | $13,402+803.5% |