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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 | $55,470-50.6% | $155,556-82.4% | $74,478-63.2% |
| Participation rate | 41.1% | 61.9%-20.8pp | 78.2%-37.1pp | 67.2%-26.1pp |
| Annual return | 10.42% | 269.80%-259.4pp | 64.84%-54.4pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $1,089 | $2,267-52.0% | $4,675-76.7% | $2,626-58.5% |
| Participant deferral / active EE | $2,506 | $2,838-11.7% | $5,631-55.5% | $4,350-42.4% |
| Admin fee / account holder | $7,141 | $1,744+309.4% | $15,885-55.0% | $1,946+267.0% |