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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 | $24,771 | $53,127-53.4% | $86,587-71.4% | $70,131-64.7% |
| Participation rate | 61.8% | 65.3%-3.5pp | 73.5%-11.7pp | 69.5%-7.7pp |
| Annual return | 10.80% | 27.66%-16.9pp | 964.86%-954.1pp | 73.14%-62.3pp |
| Employer contribution / active EE | $1,039 | $2,068-49.8% | $2,839-63.4% | $2,342-55.6% |
| Participant deferral / active EE | $1,996 | $2,696-26.0% | $3,609-44.7% | $3,332-40.1% |
| Admin fee / account holder | $14,508 | $3,585+304.6% | $4,906+195.7% | $4,645+212.3% |