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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 | $21,553 | $55,472-61.1% | $155,567-86.1% | $74,546-71.1% |
| Participation rate | 50.4% | 61.9%-11.5pp | 78.2%-27.8pp | 67.2%-16.8pp |
| Annual return | 8.23% | 268.72%-260.5pp | 64.74%-56.5pp | 1366.03%-1357.8pp |
| Employer contribution / active EE | $4,424 | $2,269+95.0% | $4,674-5.4% | $2,624+68.6% |
| Participant deferral / active EE | $822 | $2,838-71.0% | $5,628-85.4% | $4,347-81.1% |
| Admin fee / account holder | $1,181 | $1,743-32.2% | $15,916-92.6% | $1,944-39.2% |