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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 | $26,135 | $91,198-71.3% | $178,503-85.4% | $79,856-67.3% |
| Participation rate | 63.5% | 69.2%-5.8pp | 81.9%-18.5pp | 69.6%-6.2pp |
| Annual return | 8.41% | 24.20%-15.8pp | 151.12%-142.7pp | 31.71%-23.3pp |
| Employer contribution / active EE | $1,099 | $3,257-66.2% | $5,011-78.1% | $2,471-55.5% |
| Participant deferral / active EE | $1,660 | $3,237-48.7% | $5,202-68.1% | $3,741-55.6% |
| Admin fee / account holder | $2,086 | $6,748-69.1% | $13,987-85.1% | $5,306-60.7% |