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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 | $23,465 | $110,379-78.7% | $102,412-77.1% | $145,884-83.9% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 8.22% | 24.84%-16.6pp | 24.94%-16.7pp | 551.85%-543.6pp |
| Employer contribution / active EE | $1,484 | $4,216-64.8% | $3,870-61.7% | $4,662-68.2% |
| Participant deferral / active EE | $2,200 | $5,622-60.9% | $5,060-56.5% | $6,690-67.1% |
| Admin fee / account holder | $2,170 | $9,745-77.7% | $8,388-74.1% | $13,392-83.8% |