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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 | $21,220 | $110,410-80.8% | $102,437-79.3% | $145,897-85.5% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.7pp |
| Annual return | 8.00% | 24.85%-16.8pp | 24.95%-16.9pp | 552.29%-544.3pp |
| Employer contribution / active EE | $1,536 | $4,217-63.6% | $3,871-60.3% | $4,663-67.1% |
| Participant deferral / active EE | $1,828 | $5,622-67.5% | $5,060-63.9% | $6,689-72.7% |
| Admin fee / account holder | $26,785 | $9,745+174.9% | $8,388+219.3% | $13,390+100.0% |