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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 | $12,638 | $115,225-89.0% | $100,712-87.5% | $138,895-90.9% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 7.03% | 40.35%-33.3pp | 33.27%-26.2pp | 145.39%-138.4pp |
| Employer contribution / active EE | $2,718 | $2,771-1.9% | $2,313+17.5% | $4,194-35.2% |
| Participant deferral / active EE | $3,060 | $4,699-34.9% | $4,085-25.1% | $6,396-52.2% |
| Admin fee / account holder | $56,238 | $10,844+418.6% | $9,256+507.6% | $12,562+347.7% |