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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 | $27,266 | $111,814-75.6% | $103,378-73.6% | $145,978-81.3% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 7.02% | 24.80%-17.8pp | 24.91%-17.9pp | 550.52%-543.5pp |
| Employer contribution / active EE | $1,486 | $4,215-64.8% | $3,870-61.6% | $4,662-68.1% |
| Participant deferral / active EE | $4,358 | $5,618-22.4% | $5,058-13.8% | $6,690-34.9% |
| Admin fee / account holder | $33,042 | $9,764+238.4% | $8,401+293.3% | $13,400+146.6% |