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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 | $26,111 | $109,967-76.3% | $97,197-73.1% | $145,877-82.1% |
| Participation rate | 53.3% | 76.0%-22.6pp | 72.7%-19.4pp | 80.3%-27.0pp |
| Annual return | 4.38% | 244.27%-239.9pp | 75.47%-71.1pp | 551.28%-546.9pp |
| Employer contribution / active EE | $626 | $3,077-79.6% | $2,723-77.0% | $4,663-86.6% |
| Participant deferral / active EE | $1,178 | $4,676-74.8% | $4,263-72.4% | $6,691-82.4% |
| Admin fee / account holder | $1,371 | $6,199-77.9% | $5,637-75.7% | $13,402-89.8% |