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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 | $21,218 | $85,171-75.1% | $172,753-87.7% | $72,976-70.9% |
| Participation rate | 63.0% | 70.1%-7.1pp | 82.6%-19.7pp | 69.5%-6.5pp |
| Annual return | 13.15% | 27.32%-14.2pp | 803.00%-789.8pp | 81.02%-67.9pp |
| Employer contribution / active EE | $1,644 | $3,324-50.5% | $5,144-68.0% | $2,440-32.6% |
| Participant deferral / active EE | $2,156 | $3,260-33.9% | $5,198-58.5% | $3,608-40.2% |
| Admin fee / account holder | $9,001 | $5,880+53.1% | $13,956-35.5% | $5,124+75.7% |