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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 | $26,039 | $228,352-88.6% | $185,827-86.0% | $158,950-83.6% |
| Participation rate | 62.5% | 82.3%-19.8pp | 78.0%-15.5pp | 82.0%-19.5pp |
| Annual return | 1.57% | 40.81%-39.2pp | 35.96%-34.4pp | 302.91%-301.3pp |
| Employer contribution / active EE | $2,527 | $4,967-49.1% | $4,087-38.2% | $4,762-46.9% |
| Participant deferral / active EE | $3,160 | $6,416-50.7% | $5,633-43.9% | $5,983-47.2% |
| Admin fee / account holder | $92,476 | $11,867+679.3% | $9,502+873.3% | $11,248+722.1% |