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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 | $26,521 | $45,123-41.2% | $85,240-68.9% | $74,478-64.4% |
| Participation rate | 24.3% | 49.4%-25.0pp | 67.5%-43.2pp | 67.2%-42.9pp |
| Annual return | 9.81% | 26.32%-16.5pp | 66.75%-56.9pp | 1370.56%-1360.8pp |
| Employer contribution / active EE | $569 | $1,459-61.0% | $2,735-79.2% | $2,626-78.4% |
| Participant deferral / active EE | $1,052 | $2,736-61.5% | $4,527-76.8% | $4,350-75.8% |
| Admin fee / account holder | $2,154 | $2,215-2.7% | $6,165-65.1% | $1,946+10.7% |