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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 | $26,472 | $166,242-84.1% | $165,071-84.0% | $145,884-81.9% |
| Participation rate | 46.2% | 82.0%-35.9pp | 78.6%-32.5pp | 80.3%-34.1pp |
| Annual return | 6.65% | 100.44%-93.8pp | 70.17%-63.5pp | 551.85%-545.2pp |
| Employer contribution / active EE | $2,089 | $5,283-60.5% | $4,347-52.0% | $4,662-55.2% |
| Participant deferral / active EE | $4,652 | $6,964-33.2% | $6,035-22.9% | $6,690-30.5% |
| Admin fee / account holder | $67,910 | $16,658+307.7% | $12,695+434.9% | $13,392+407.1% |