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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 | $24,140 | $117,895-79.5% | $102,460-76.4% | $145,897-83.5% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | -0.93% | 31.92%-32.8pp | 29.47%-30.4pp | 552.29%-553.2pp |
| Employer contribution / active EE | $1,313 | $3,619-63.7% | $3,025-56.6% | $4,663-71.8% |
| Participant deferral / active EE | $3,418 | $5,736-40.4% | $5,056-32.4% | $6,689-48.9% |
| Admin fee / account holder | $6,726 | $13,353-49.6% | $9,460-28.9% | $13,390-49.8% |