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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 | $28,625 | $110,337-74.1% | $102,383-72.0% | $145,877-80.4% |
| Participation rate | 56.3% | 77.9%-21.7pp | 74.5%-18.3pp | 80.3%-24.1pp |
| Annual return | 4.25% | 24.83%-20.6pp | 24.94%-20.7pp | 551.28%-547.0pp |
| Employer contribution / active EE | $1,775 | $4,216-57.9% | $3,870-54.1% | $4,663-61.9% |
| Participant deferral / active EE | $7,172 | $5,621+27.6% | $5,060+41.7% | $6,691+7.2% |
| Admin fee / account holder | $63,291 | $9,750+549.2% | $8,391+654.2% | $13,402+372.2% |