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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 | $21,368 | $112,729-81.0% | $98,716-78.4% | $137,256-84.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 1.79% | 38.48%-36.7pp | 31.81%-30.0pp | 220.34%-218.6pp |
| Employer contribution / active EE | $3,585 | $2,725+31.5% | $2,279+57.3% | $4,156-13.7% |
| Participant deferral / active EE | $11,139 | $4,640+140.0% | $4,048+175.2% | $6,407+73.9% |
| Admin fee / account holder | $239,835 | $10,129+2267.9% | $8,703+2655.8% | $12,270+1854.6% |