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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 | $25,294 | $85,766-70.5% | $136,298-81.4% | $70,126-63.9% |
| Participation rate | 59.5% | 74.2%-14.7pp | 81.9%-22.5pp | 69.5%-10.1pp |
| Annual return | 10.54% | 31.46%-20.9pp | 5156.27%-5145.7pp | 73.15%-62.6pp |
| Employer contribution / active EE | $1,961 | $2,966-33.9% | $4,696-58.2% | $2,343-16.3% |
| Participant deferral / active EE | $2,860 | $5,051-43.4% | $6,247-54.2% | $3,332-14.2% |
| Admin fee / account holder | $5,787 | $5,421+6.8% | $9,244-37.4% | $4,645+24.6% |