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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 | $25,417 | $97,078-73.8% | $103,065-75.3% | $145,897-82.6% |
| Participation rate | 60.0% | 81.1%-21.1pp | 80.6%-20.6pp | 80.3%-20.3pp |
| Annual return | 7.23% | 25.49%-18.3pp | 23.95%-16.7pp | 552.29%-545.1pp |
| Employer contribution / active EE | $2,778 | $4,680-40.6% | $4,675-40.6% | $4,663-40.4% |
| Participant deferral / active EE | $6,816 | $6,601+3.3% | $6,625+2.9% | $6,689+1.9% |
| Admin fee / account holder | $134,793 | $12,505+977.9% | $9,349+1341.8% | $13,390+906.6% |