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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 | $228,395-88.6% | $185,861-86.0% | $158,982-83.6% |
| Participation rate | 62.5% | 82.3%-19.8pp | 78.0%-15.5pp | 82.0%-19.5pp |
| Annual return | 1.57% | 40.82%-39.3pp | 35.96%-34.4pp | 302.99%-301.4pp |
| Employer contribution / active EE | $2,527 | $4,968-49.1% | $4,088-38.2% | $4,763-46.9% |
| Participant deferral / active EE | $3,160 | $6,417-50.8% | $5,634-43.9% | $5,983-47.2% |
| Admin fee / account holder | $92,476 | $11,869+679.1% | $9,503+873.1% | $11,252+721.9% |