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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 | $26,576 | $165,381-83.9% | $149,730-82.3% | $158,966-83.3% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 7.85% | 348.29%-340.4pp | 276.70%-268.8pp | 302.95%-295.1pp |
| Employer contribution / active EE | $2,075 | $5,104-59.3% | $4,645-55.3% | $4,762-56.4% |
| Participant deferral / active EE | $5,705 | $7,182-20.6% | $6,843-16.6% | $5,983-4.6% |
| Admin fee / account holder | $18,585 | $10,809+71.9% | $9,310+99.6% | $11,250+65.2% |