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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 | $26,081 | $102,385-74.5% | $147,080-82.3% | $80,935-67.8% |
| Participation rate | 39.0% | 75.9%-36.8pp | 82.2%-43.2pp | 67.7%-28.6pp |
| Annual return | 9.89% | 135.09%-125.2pp | 420.17%-410.3pp | 35.66%-25.8pp |
| Employer contribution / active EE | $1,206 | $3,717-67.5% | $4,933-75.5% | $2,757-56.2% |
| Participant deferral / active EE | $3,334 | $6,651-49.9% | $8,066-58.7% | $4,299-22.5% |
| Admin fee / account holder | $2,524 | $7,951-68.3% | $12,989-80.6% | $6,924-63.6% |