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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 | $25,306 | $85,171-70.3% | $172,753-85.4% | $72,976-65.3% |
| Participation rate | 61.5% | 70.1%-8.5pp | 82.6%-21.1pp | 69.5%-8.0pp |
| Annual return | 6.39% | 27.32%-20.9pp | 803.00%-796.6pp | 81.02%-74.6pp |
| Employer contribution / active EE | $1,019 | $3,324-69.3% | $5,144-80.2% | $2,440-58.2% |
| Participant deferral / active EE | $1,664 | $3,260-49.0% | $5,198-68.0% | $3,608-53.9% |
| Admin fee / account holder | $530 | $5,880-91.0% | $13,956-96.2% | $5,124-89.7% |