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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 | $27,407 | $55,472-50.6% | $155,567-82.4% | $74,546-63.2% |
| Participation rate | 41.1% | 61.9%-20.8pp | 78.2%-37.1pp | 67.2%-26.1pp |
| Annual return | 10.42% | 268.72%-258.3pp | 64.74%-54.3pp | 1366.03%-1355.6pp |
| Employer contribution / active EE | $1,089 | $2,269-52.0% | $4,674-76.7% | $2,624-58.5% |
| Participant deferral / active EE | $2,506 | $2,838-11.7% | $5,628-55.5% | $4,347-42.4% |
| Admin fee / account holder | $7,141 | $1,743+309.8% | $15,916-55.1% | $1,944+267.4% |