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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 | $23,673 | $110,379-78.6% | $102,412-76.9% | $145,884-83.8% |
| Participation rate | 14.3% | 77.9%-63.6pp | 74.5%-60.2pp | 80.3%-66.0pp |
| Annual return | 8.71% | 24.84%-16.1pp | 24.94%-16.2pp | 551.85%-543.1pp |
| Employer contribution / active EE | $1,213 | $4,216-71.2% | $3,870-68.7% | $4,662-74.0% |
| Participant deferral / active EE | $2,426 | $5,622-56.9% | $5,060-52.1% | $6,690-63.7% |
| Admin fee / account holder | $3,577 | $9,745-63.3% | $8,388-57.4% | $13,392-73.3% |