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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 | $25,250 | $95,406-73.5% | $185,849-86.4% | $85,847-70.6% |
| Participation rate | 43.8% | 68.8%-25.0pp | 81.7%-38.0pp | 69.3%-25.6pp |
| Annual return | 10.99% | 23.59%-12.6pp | 122.10%-111.1pp | 318.61%-307.6pp |
| Employer contribution / active EE | $978 | $3,314-70.5% | $5,169-81.1% | $2,565-61.9% |
| Participant deferral / active EE | $1,755 | $3,424-48.7% | $5,569-68.5% | $3,952-55.6% |
| Admin fee / account holder | $714 | $7,214-90.1% | $16,244-95.6% | $6,261-88.6% |