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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 | $23,189 | $157,304-85.3% | $141,197-83.6% | $152,909-84.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 14.53% | 64.34%-49.8pp | 71.41%-56.9pp | 345.46%-330.9pp |
| Employer contribution / active EE | $1,380 | $5,263-73.8% | $4,736-70.9% | $4,764-71.0% |
| Participant deferral / active EE | $2,929 | $7,111-58.8% | $6,710-56.4% | $5,851-50.0% |
| Admin fee / account holder | $1,078 | $12,126-91.1% | $10,265-89.5% | $11,601-90.7% |