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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 | $22,640 | $48,327-53.2% | $67,575-66.5% | $80,935-72.0% |
| Participation rate | 33.3% | 66.4%-33.1pp | 72.9%-39.6pp | 67.7%-34.3pp |
| Annual return | 9.29% | 18.31%-9.0pp | 3528.98%-3519.7pp | 35.66%-26.4pp |
| Employer contribution / active EE | $769 | $2,022-62.0% | $2,736-71.9% | $2,757-72.1% |
| Participant deferral / active EE | $1,080 | $2,927-63.1% | $4,003-73.0% | $4,299-74.9% |
| Admin fee / account holder | $4,697 | $3,692+27.2% | $3,993+17.6% | $6,924-32.2% |