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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 | $26,836 | $91,198-70.6% | $178,503-85.0% | $79,856-66.4% |
| Participation rate | 53.1% | 69.2%-16.1pp | 81.9%-28.8pp | 69.6%-16.5pp |
| Annual return | 5.83% | 24.20%-18.4pp | 151.12%-145.3pp | 31.71%-25.9pp |
| Employer contribution / active EE | $1,481 | $3,257-54.5% | $5,011-70.4% | $2,471-40.1% |
| Participant deferral / active EE | $2,554 | $3,237-21.1% | $5,202-50.9% | $3,741-31.7% |
| Admin fee / account holder | $19,210 | $6,748+184.7% | $13,987+37.3% | $5,306+262.0% |