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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 | $16,304 | $118,875-86.3% | $96,572-83.1% | $167,553-90.3% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 7.30% | 50.50%-43.2pp | 37.79%-30.5pp | 478.89%-471.6pp |
| Employer contribution / active EE | $2,396 | $3,121-23.2% | $2,357+1.6% | $4,840-50.5% |
| Participant deferral / active EE | $4,023 | $4,617-12.9% | $3,850+4.5% | $6,343-36.6% |
| Admin fee / account holder | $2,220 | $8,070-72.5% | $6,183-64.1% | $12,316-82.0% |