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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 | $27,783 | $102,422-72.9% | $147,117-81.1% | $80,959-65.7% |
| Participation rate | 51.1% | 75.9%-24.8pp | 82.2%-31.1pp | 67.7%-16.6pp |
| Annual return | 9.38% | 135.16%-125.8pp | 420.54%-411.2pp | 35.67%-26.3pp |
| Employer contribution / active EE | $1,525 | $3,717-59.0% | $4,932-69.1% | $2,757-44.7% |
| Participant deferral / active EE | $2,776 | $6,652-58.3% | $8,065-65.6% | $4,300-35.4% |
| Admin fee / account holder | $9,874 | $7,953+24.1% | $12,993-24.0% | $6,925+42.6% |