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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 | $24,688 | $48,284-48.9% | $67,524-63.4% | $80,911-69.5% |
| Participation rate | 64.1% | 66.4%-2.3pp | 72.9%-8.8pp | 67.6%-3.5pp |
| Annual return | 8.88% | 18.27%-9.4pp | 3519.41%-3510.5pp | 35.63%-26.7pp |
| Employer contribution / active EE | $1,501 | $2,021-25.8% | $2,734-45.1% | $2,756-45.5% |
| Participant deferral / active EE | $979 | $2,927-66.5% | $4,001-75.5% | $4,297-77.2% |
| Admin fee / account holder | $3,924 | $3,688+6.4% | $4,001-1.9% | $6,935-43.4% |