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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 | $26,225 | $51,638-49.2% | $129,406-79.7% | $80,959-67.6% |
| Participation rate | 56.5% | 56.9%-0.4pp | 69.6%-13.1pp | 67.7%-11.1pp |
| Annual return | 10.09% | 20.78%-10.7pp | 9468.18%-9458.1pp | 35.67%-25.6pp |
| Employer contribution / active EE | $1,715 | $1,584+8.3% | $4,155-58.7% | $2,757-37.8% |
| Participant deferral / active EE | $2,464 | $2,670-7.7% | $4,167-40.9% | $4,300-42.7% |
| Admin fee / account holder | $9,205 | $4,313+113.4% | $7,689+19.7% | $6,925+32.9% |