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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 | $23,837 | $99,053-75.9% | $88,179-73.0% | $138,895-82.8% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.1%-44.1pp | 79.9%-54.9pp |
| Annual return | 10.28% | 78.17%-67.9pp | 64.97%-54.7pp | 145.39%-135.1pp |
| Employer contribution / active EE | $805 | $2,882-72.1% | $2,549-68.4% | $4,194-80.8% |
| Participant deferral / active EE | $1,006 | $5,225-80.8% | $4,614-78.2% | $6,396-84.3% |
| Admin fee / account holder | $29,569 | $8,748+238.0% | $7,673+285.4% | $12,562+135.4% |