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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 | $27,830 | $58,311-52.3% | $81,882-66.0% | $80,959-65.6% |
| Participation rate | 50.0% | 63.5%-13.5pp | 72.4%-22.4pp | 67.7%-17.7pp |
| Annual return | 5.60% | 41.85%-36.2pp | 779.47%-773.9pp | 35.67%-30.1pp |
| Employer contribution / active EE | $1,642 | $2,347-30.0% | $2,916-43.7% | $2,757-40.5% |
| Participant deferral / active EE | $2,844 | $3,287-13.5% | $4,323-34.2% | $4,300-33.9% |
| Admin fee / account holder | $3,955 | $4,752-16.8% | $7,360-46.3% | $6,925-42.9% |