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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 | $27,898 | $162,529-82.8% | $130,788-78.7% | $154,746-82.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 4.34% | 510.48%-506.1pp | 386.44%-382.1pp | 172.34%-168.0pp |
| Employer contribution / active EE | $2,342 | $4,447-47.3% | $3,558-34.2% | $4,379-46.5% |
| Participant deferral / active EE | $8,032 | $4,808+67.0% | $4,137+94.1% | $6,730+19.3% |
| Admin fee / account holder | $23,027 | $7,669+200.3% | $6,673+245.1% | $14,365+60.3% |