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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 | $22,077 | $54,558-59.5% | $76,002-71.0% | $74,546-70.4% |
| Participation rate | 33.1% | 60.3%-27.2pp | 69.1%-36.0pp | 67.2%-34.1pp |
| Annual return | 10.73% | 31.83%-21.1pp | 360.07%-349.3pp | 1366.03%-1355.3pp |
| Employer contribution / active EE | $658 | $1,778-63.0% | $2,688-75.5% | $2,624-74.9% |
| Participant deferral / active EE | $1,050 | $3,065-65.7% | $4,257-75.3% | $4,347-75.8% |
| Admin fee / account holder | $2,199 | $2,232-1.5% | $6,414-65.7% | $1,944+13.1% |