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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 | $22,526 | $51,638-56.4% | $68,368-67.1% | $82,448-72.7% |
| Participation rate | 61.0% | 63.6%-2.6pp | 73.8%-12.8pp | 68.1%-7.1pp |
| Annual return | 10.23% | 37.53%-27.3pp | 292.57%-282.3pp | 41.64%-31.4pp |
| Employer contribution / active EE | $3,305 | $2,047+61.5% | $2,649+24.8% | $2,551+29.6% |
| Participant deferral / active EE | $1,963 | $2,914-32.6% | $4,123-52.4% | $4,139-52.6% |
| Admin fee / account holder | $6,564 | $4,643+41.4% | $5,150+27.5% | $7,234-9.3% |