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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 | $25,464 | $85,171-70.1% | $172,752-85.3% | $72,975-65.1% |
| Participation rate | 8.0% | 70.1%-62.1pp | 82.6%-74.6pp | 69.5%-61.5pp |
| Annual return | 13.56% | 27.32%-13.8pp | 802.97%-789.4pp | 81.01%-67.4pp |
| Employer contribution / active EE | $1,800 | $3,324-45.8% | $5,144-65.0% | $2,440-26.2% |
| Participant deferral / active EE | $3,944 | $3,260+21.0% | $5,198-24.1% | $3,608+9.3% |
| Admin fee / account holder | $903 | $5,880-84.6% | $13,955-93.5% | $5,124-82.4% |