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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 | $25,065 | $49,239-49.1% | $70,462-64.4% | $79,858-68.6% |
| Participation rate | 61.5% | 69.2%-7.6pp | 75.1%-13.5pp | 69.6%-8.1pp |
| Annual return | 3.11% | 30.08%-27.0pp | 109.08%-106.0pp | 31.72%-28.6pp |
| Employer contribution / active EE | $14,716 | $2,100+600.7% | $2,737+437.6% | $2,471+495.6% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $9,041 | $2,876+214.3% | $3,845+135.1% | $5,306+70.4% |