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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 | $108,882-75.2% | $96,754-72.1% | $154,746-82.5% |
| Participation rate | 60.0% | 75.1%-15.1pp | 70.3%-10.3pp | 80.7%-20.7pp |
| Annual return | 4.87% | 98.39%-93.5pp | 82.04%-77.2pp | 172.34%-167.5pp |
| Employer contribution / active EE | $867 | $3,018-71.3% | $2,679-67.6% | $4,379-80.2% |
| Participant deferral / active EE | $1,272 | $5,323-76.1% | $4,758-73.3% | $6,730-81.1% |
| Admin fee / account holder | $59,397 | $10,200+482.3% | $8,905+567.0% | $14,365+313.5% |