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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 | $28,311 | $115,225-75.4% | $100,712-71.9% | $138,895-79.6% |
| Participation rate | 26.7% | 74.3%-47.7pp | 69.3%-42.6pp | 79.9%-53.3pp |
| Annual return | 7.87% | 40.35%-32.5pp | 33.27%-25.4pp | 145.39%-137.5pp |
| Employer contribution / active EE | $1,115 | $2,771-59.8% | $2,313-51.8% | $4,194-73.4% |
| Participant deferral / active EE | $2,099 | $4,699-55.3% | $4,085-48.6% | $6,396-67.2% |
| Admin fee / account holder | $67,216 | $10,844+519.9% | $9,256+626.2% | $12,562+435.1% |