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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 | $154,754-82.0% | $124,206-77.5% | $138,895-79.9% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.6%-19.6pp | 79.9%-29.9pp |
| Annual return | 4.34% | 709.28%-704.9pp | 515.27%-510.9pp | 145.39%-141.1pp |
| Employer contribution / active EE | $2,342 | $4,446-47.3% | $3,540-33.9% | $4,194-44.2% |
| Participant deferral / active EE | $8,032 | $4,621+73.8% | $3,968+102.4% | $6,396+25.6% |
| Admin fee / account holder | $23,027 | $6,690+244.2% | $5,929+288.4% | $12,562+83.3% |