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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 | $102,429-72.9% | $147,096-81.1% | $80,925-65.7% |
| Participation rate | 51.1% | 75.9%-24.8pp | 82.2%-31.1pp | 67.7%-16.6pp |
| Annual return | 9.38% | 135.02%-125.6pp | 419.75%-410.4pp | 35.65%-26.3pp |
| Employer contribution / active EE | $1,525 | $3,716-58.9% | $4,936-69.1% | $2,756-44.7% |
| Participant deferral / active EE | $2,776 | $6,649-58.2% | $8,071-65.6% | $4,299-35.4% |
| Admin fee / account holder | $9,874 | $7,957+24.1% | $13,005-24.1% | $6,940+42.3% |