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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 | $26,828 | $72,071-62.8% | $68,368-60.8% | $137,256-80.5% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.0%-16.3pp |
| Annual return | 6.87% | 353.14%-346.3pp | 292.57%-285.7pp | 220.34%-213.5pp |
| Employer contribution / active EE | $1,996 | $2,788-28.4% | $2,649-24.7% | $4,156-52.0% |
| Participant deferral / active EE | $2,442 | $4,410-44.6% | $4,123-40.8% | $6,407-61.9% |
| Admin fee / account holder | $12,476 | $5,336+133.8% | $5,150+142.3% | $12,270+1.7% |