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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 | $28,320 | $104,251-72.8% | $91,004-68.9% | $147,586-80.8% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 7.79% | 27.06%-19.3pp | 4.60%+3.2pp | 578.59%-570.8pp |
| Employer contribution / active EE | $2,413 | $3,116-22.6% | $2,456-1.8% | $4,876-50.5% |
| Participant deferral / active EE | $2,413 | $4,195-42.5% | $3,548-32.0% | $5,439-55.6% |
| Admin fee / account holder | $470 | $8,948-94.7% | $5,417-91.3% | $10,886-95.7% |