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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 | $25,513 | $85,060-70.0% | $70,548-63.8% | $139,456-81.7% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 7.32% | 30.38%-23.1pp | 32.78%-25.5pp | 373.45%-366.1pp |
| Employer contribution / active EE | $1,477 | $3,911-62.2% | $2,975-50.4% | $4,753-68.9% |
| Participant deferral / active EE | $1,847 | $5,890-68.7% | $4,567-59.6% | $6,711-72.5% |
| Admin fee / account holder | $27,898 | $8,925+212.6% | $6,424+334.3% | $11,407+144.6% |