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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 | $23,199 | $117,895-80.3% | $102,460-77.4% | $145,897-84.1% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 8.33% | 31.92%-23.6pp | 29.47%-21.1pp | 552.29%-544.0pp |
| Employer contribution / active EE | $1,425 | $3,619-60.6% | $3,025-52.9% | $4,663-69.4% |
| Participant deferral / active EE | $2,490 | $5,736-56.6% | $5,056-50.8% | $6,689-62.8% |
| Admin fee / account holder | $8,445 | $13,353-36.8% | $9,460-10.7% | $13,390-36.9% |