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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 | $23,466 | $100,203-76.6% | $85,240-72.5% | $145,897-83.9% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 7.77% | 84.28%-76.5pp | 66.75%-59.0pp | 552.29%-544.5pp |
| Employer contribution / active EE | $2,255 | $3,242-30.4% | $2,735-17.6% | $4,663-51.6% |
| Participant deferral / active EE | $4,835 | $5,299-8.7% | $4,527+6.8% | $6,689-27.7% |
| Admin fee / account holder | $3,627 | $7,265-50.1% | $6,165-41.2% | $13,390-72.9% |