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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 | $79,581 | $96,731-17.7% | $123,973-35.8% | $86,983-8.5% |
| Participation rate | 26.5% | 70.0%-43.5pp | 76.7%-50.2pp | 69.5%-43.1pp |
| Annual return | 10.65% | 17.33%-6.7pp | 388.13%-377.5pp | 25.83%-15.2pp |
| Employer contribution / active EE | $1,052 | $3,297-68.1% | $4,126-74.5% | $2,584-59.3% |
| Participant deferral / active EE | $2,421 | $4,152-41.7% | $5,247-53.9% | $4,194-42.3% |
| Admin fee / account holder | $20,400 | $8,722+133.9% | $11,799+72.9% | $7,856+159.7% |