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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 | $26,282 | $114,119-77.0% | $107,187-75.5% | $138,895-81.1% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 79.9%-22.8pp |
| Annual return | 5.43% | 273.21%-267.8pp | 204.55%-199.1pp | 145.39%-140.0pp |
| Employer contribution / active EE | $2,804 | $4,059-30.9% | $3,782-25.9% | $4,194-33.1% |
| Participant deferral / active EE | $4,090 | $5,538-26.1% | $5,096-19.7% | $6,396-36.1% |
| Admin fee / account holder | $37,364 | $10,024+272.8% | $9,162+307.8% | $12,562+197.4% |