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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 | $70,366-61.9% | $66,674-59.8% | $138,895-80.7% |
| Participation rate | 63.6% | 76.2%-12.5pp | 73.7%-10.0pp | 79.9%-16.3pp |
| Annual return | 6.87% | 386.41%-379.5pp | 321.24%-314.4pp | 145.39%-138.5pp |
| Employer contribution / active EE | $1,996 | $2,765-27.8% | $2,620-23.8% | $4,194-52.4% |
| Participant deferral / active EE | $2,442 | $4,374-44.2% | $4,084-40.2% | $6,396-61.8% |
| Admin fee / account holder | $12,476 | $5,262+137.1% | $5,098+144.7% | $12,562-0.7% |