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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 | $26,423 | $124,351-78.8% | $109,188-75.8% | $167,553-84.2% |
| Participation rate | 55.6% | 79.4%-23.9pp | 75.9%-20.3pp | 82.1%-26.6pp |
| Annual return | 2.44% | 26.04%-23.6pp | 25.76%-23.3pp | 478.89%-476.5pp |
| Employer contribution / active EE | $1,608 | $4,210-61.8% | $3,723-56.8% | $4,840-66.8% |
| Participant deferral / active EE | $2,002 | $5,257-61.9% | $4,654-57.0% | $6,343-68.4% |
| Admin fee / account holder | $1,065 | $7,975-86.6% | $6,755-84.2% | $12,316-91.4% |