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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 | $27,018 | $97,125-72.2% | $86,233-68.7% | $137,256-80.3% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.0%-9.0pp | 80.0%-20.0pp |
| Annual return | 4.87% | 74.19%-69.3pp | 61.39%-56.5pp | 220.34%-215.5pp |
| Employer contribution / active EE | $867 | $2,841-69.5% | $2,504-65.4% | $4,156-79.1% |
| Participant deferral / active EE | $1,272 | $5,180-75.4% | $4,559-72.1% | $6,407-80.1% |
| Admin fee / account holder | $59,397 | $9,725+510.8% | $8,342+612.0% | $12,270+384.1% |