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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 | $26,819 | $81,358-67.0% | $155,556-82.8% | $80,959-66.9% |
| Participation rate | 50.0% | 66.3%-16.3pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 7.72% | 33.39%-25.7pp | 64.84%-57.1pp | 35.67%-27.9pp |
| Employer contribution / active EE | $7,099 | $3,106+128.5% | $4,675+51.8% | $2,757+157.5% |
| Participant deferral / active EE | $4,293 | $3,455+24.2% | $5,631-23.8% | $4,300-0.2% |
| Admin fee / account holder | $12,645 | $7,994+58.2% | $15,885-20.4% | $6,925+82.6% |