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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 | $32,154 | $110,337-70.9% | $102,383-68.6% | $145,877-78.0% |
| Participation rate | 61.5% | 77.9%-16.4pp | 74.5%-13.0pp | 80.3%-18.8pp |
| Annual return | 9.01% | 24.83%-15.8pp | 24.94%-15.9pp | 551.28%-542.3pp |
| Employer contribution / active EE | $1,898 | $4,216-55.0% | $3,870-50.9% | $4,663-59.3% |
| Participant deferral / active EE | $8,113 | $5,621+44.3% | $5,060+60.3% | $6,691+21.3% |
| Admin fee / account holder | $195,444 | $9,750+1904.6% | $8,391+2229.1% | $13,402+1358.3% |