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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 | $27,251 | $90,530-69.9% | $76,030-64.2% | $145,897-81.3% |
| Participation rate | 40.0% | 74.4%-34.4pp | 69.1%-29.1pp | 80.3%-40.3pp |
| Annual return | 8.01% | 625.08%-617.1pp | 361.54%-353.5pp | 552.29%-544.3pp |
| Employer contribution / active EE | $1,186 | $3,319-64.3% | $2,688-55.9% | $4,663-74.6% |
| Participant deferral / active EE | $2,160 | $5,164-58.2% | $4,257-49.3% | $6,689-67.7% |
| Admin fee / account holder | $5,839 | $8,383-30.4% | $6,421-9.1% | $13,390-56.4% |