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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 | $22,851 | $48,314-52.7% | $67,561-66.2% | $80,925-71.8% |
| Participation rate | 47.3% | 66.4%-19.1pp | 72.9%-25.6pp | 67.7%-20.4pp |
| Annual return | 10.11% | 18.28%-8.2pp | 3525.44%-3515.3pp | 35.65%-25.5pp |
| Employer contribution / active EE | $1,180 | $2,022-41.6% | $2,735-56.8% | $2,756-57.2% |
| Participant deferral / active EE | $1,637 | $2,927-44.1% | $4,003-59.1% | $4,299-61.9% |
| Admin fee / account holder | $6,415 | $3,690+73.9% | $4,006+60.2% | $6,940-7.6% |