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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 | $15,560 | $106,280-85.4% | $96,538-83.9% | $139,487-88.8% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 8.07% | 38.48%-30.4pp | 35.74%-27.7pp | 373.84%-365.8pp |
| Employer contribution / active EE | $2,792 | $4,107-32.0% | $3,740-25.4% | $4,755-41.3% |
| Participant deferral / active EE | $4,188 | $5,457-23.3% | $4,880-14.2% | $6,713-37.6% |
| Admin fee / account holder | $116,839 | $7,888+1381.2% | $6,737+1634.2% | $11,407+924.2% |