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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 | $111,535-76.4% | $105,223-75.0% | $137,256-80.9% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 5.43% | 237.85%-232.4pp | 180.65%-175.2pp | 220.34%-214.9pp |
| Employer contribution / active EE | $2,804 | $3,939-28.8% | $3,689-24.0% | $4,156-32.5% |
| Participant deferral / active EE | $4,090 | $5,500-25.6% | $5,072-19.4% | $6,407-36.2% |
| Admin fee / account holder | $37,364 | $9,721+284.3% | $8,859+321.8% | $12,270+204.5% |