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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 | $23,465 | $110,303-78.7% | $95,759-75.5% | $139,487-83.2% |
| Participation rate | 57.1% | 75.7%-18.6pp | 72.3%-15.1pp | 80.3%-23.2pp |
| Annual return | 4.25% | 27.19%-22.9pp | 28.42%-24.2pp | 373.84%-369.6pp |
| Employer contribution / active EE | $1,222 | $3,261-62.5% | $2,836-56.9% | $4,755-74.3% |
| Participant deferral / active EE | $2,093 | $4,674-55.2% | $4,244-50.7% | $6,713-68.8% |
| Admin fee / account holder | $629 | $6,615-90.5% | $5,678-88.9% | $11,407-94.5% |