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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 | $111,814-81.0% | $103,374-79.5% | $145,959-85.5% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.6pp |
| Annual return | 8.00% | 24.77%-16.8pp | 24.89%-16.9pp | 561.95%-553.9pp |
| Employer contribution / active EE | $1,536 | $4,214-63.6% | $3,869-60.3% | $4,661-67.0% |
| Participant deferral / active EE | $1,828 | $5,618-67.5% | $5,058-63.9% | $6,689-72.7% |
| Admin fee / account holder | $26,785 | $9,754+174.6% | $8,394+219.1% | $13,398+99.9% |