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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 | $20,724 | $39,162-47.1% | $100,671-79.4% | $59,633-65.2% |
| Participation rate | 60.0% | 55.9%+4.1pp | 70.7%-10.7pp | 68.7%-8.7pp |
| Annual return | -5.38% | 21.07%-26.5pp | 20.43%-25.8pp | 2041.40%-2046.8pp |
| Employer contribution / active EE | $1,838 | $1,151+59.7% | $4,012-54.2% | $2,203-16.6% |
| Participant deferral / active EE | $2,967 | $1,992+49.0% | $3,144-5.6% | $3,192-7.0% |
| Admin fee / account holder | $2,726 | $2,969-8.2% | $4,850-43.8% | $4,297-36.6% |