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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 | $11,529 | $106,280-89.2% | $96,538-88.1% | $139,487-91.7% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 9.66% | 38.48%-28.8pp | 35.74%-26.1pp | 373.84%-364.2pp |
| Employer contribution / active EE | $2,542 | $4,107-38.1% | $3,740-32.0% | $4,755-46.5% |
| Participant deferral / active EE | $1,726 | $5,457-68.4% | $4,880-64.6% | $6,713-74.3% |
| Admin fee / account holder | $108,733 | $7,888+1278.5% | $6,737+1513.9% | $11,407+853.2% |