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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 | $117,846-80.3% | $102,434-77.4% | $145,884-84.1% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 8.33% | 31.90%-23.6pp | 29.46%-21.1pp | 551.85%-543.5pp |
| Employer contribution / active EE | $1,425 | $3,615-60.6% | $3,023-52.9% | $4,662-69.4% |
| Participant deferral / active EE | $2,490 | $5,733-56.6% | $5,055-50.7% | $6,690-62.8% |
| Admin fee / account holder | $8,445 | $13,356-36.8% | $9,462-10.7% | $13,392-36.9% |