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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 | $20,414 | $63,346-67.8% | $92,239-77.9% | $70,124-70.9% |
| Participation rate | 55.9% | 68.7%-12.8pp | 76.5%-20.6pp | 69.5%-13.7pp |
| Annual return | 11.02% | 530.19%-519.2pp | 176.29%-165.3pp | 73.14%-62.1pp |
| Employer contribution / active EE | $1,595 | $2,471-35.5% | $3,680-56.7% | $2,342-31.9% |
| Participant deferral / active EE | $2,337 | $2,854-18.1% | $3,897-40.0% | $3,332-29.9% |
| Admin fee / account holder | $8,198 | $3,841+113.4% | $5,194+57.8% | $4,645+76.5% |