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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 | $27,844 | $76,407-63.6% | $150,298-81.5% | $82,448-66.2% |
| Participation rate | 59.4% | 66.4%-7.0pp | 77.8%-18.4pp | 68.1%-8.7pp |
| Annual return | 8.52% | 39.99%-31.5pp | 62.79%-54.3pp | 41.64%-33.1pp |
| Employer contribution / active EE | $1,705 | $2,614-34.8% | $4,154-59.0% | $2,551-33.2% |
| Participant deferral / active EE | $2,150 | $3,214-33.1% | $5,453-60.6% | $4,139-48.1% |
| Admin fee / account holder | $42,282 | $6,352+565.7% | $14,116+199.5% | $7,234+484.5% |