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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 | $28,610 | $101,618-71.8% | $93,063-69.3% | $137,256-79.2% |
| Participation rate | 27.3% | 74.9%-47.7pp | 72.1%-44.8pp | 80.0%-52.7pp |
| Annual return | 4.33% | 223.95%-219.6pp | 34.15%-29.8pp | 220.34%-216.0pp |
| Employer contribution / active EE | $2,618 | $2,707-3.3% | $2,476+5.7% | $4,156-37.0% |
| Participant deferral / active EE | $6,365 | $4,279+48.7% | $3,958+60.8% | $6,407-0.7% |
| Admin fee / account holder | $173,130 | $6,198+2693.1% | $6,033+2769.6% | $12,270+1311.0% |