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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 | $19,460 | $110,337-82.4% | $102,383-81.0% | $145,877-86.7% |
| Participation rate | 38.5% | 77.9%-39.5pp | 74.5%-36.0pp | 80.3%-41.8pp |
| Annual return | 3.53% | 24.83%-21.3pp | 24.94%-21.4pp | 551.28%-547.8pp |
| Employer contribution / active EE | $1,489 | $4,216-64.7% | $3,870-61.5% | $4,663-68.1% |
| Participant deferral / active EE | $2,533 | $5,621-54.9% | $5,060-49.9% | $6,691-62.1% |
| Admin fee / account holder | $2,961 | $9,750-69.6% | $8,391-64.7% | $13,402-77.9% |