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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 | $24,469 | $124,330-80.3% | $109,173-77.6% | $167,536-85.4% |
| Participation rate | 50.0% | 79.5%-29.5pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 5.09% | 26.04%-21.0pp | 25.75%-20.7pp | 478.82%-473.7pp |
| Employer contribution / active EE | $1,289 | $4,209-69.4% | $3,723-65.4% | $4,839-73.4% |
| Participant deferral / active EE | $1,552 | $5,256-70.5% | $4,654-66.6% | $6,342-75.5% |
| Admin fee / account holder | $2,889 | $7,974-63.8% | $6,755-57.2% | $12,315-76.5% |