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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 | $19,250 | $117,846-83.7% | $102,434-81.2% | $145,884-86.8% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 3.49% | 31.90%-28.4pp | 29.46%-26.0pp | 551.85%-548.4pp |
| Employer contribution / active EE | $2,370 | $3,615-34.4% | $3,023-21.6% | $4,662-49.2% |
| Participant deferral / active EE | $5,217 | $5,733-9.0% | $5,055+3.2% | $6,690-22.0% |
| Admin fee / account holder | $34,619 | $13,356+159.2% | $9,462+265.9% | $13,392+158.5% |