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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 | $19,183 | $58,311-67.1% | $81,882-76.6% | $80,959-76.3% |
| Participation rate | 58.9% | 63.5%-4.6pp | 72.4%-13.5pp | 67.7%-8.7pp |
| Annual return | 10.53% | 41.85%-31.3pp | 779.47%-768.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $1,743 | $2,347-25.7% | $2,916-40.2% | $2,757-36.8% |
| Participant deferral / active EE | $2,798 | $3,287-14.9% | $4,323-35.3% | $4,300-34.9% |
| Admin fee / account holder | $4,022 | $4,752-15.4% | $7,360-45.3% | $6,925-41.9% |