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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 | $48,327-48.9% | $67,575-63.5% | $80,935-69.5% |
| Participation rate | 64.1% | 66.4%-2.3pp | 72.9%-8.8pp | 67.7%-3.6pp |
| Annual return | 8.88% | 18.31%-9.4pp | 3528.98%-3520.1pp | 35.66%-26.8pp |
| Employer contribution / active EE | $1,501 | $2,022-25.8% | $2,736-45.1% | $2,757-45.6% |
| Participant deferral / active EE | $979 | $2,927-66.5% | $4,003-75.5% | $4,299-77.2% |
| Admin fee / account holder | $3,924 | $3,692+6.3% | $3,993-1.7% | $6,924-43.3% |