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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 | $24,829 | $124,336-80.0% | $111,303-77.7% | $167,518-85.2% |
| Participation rate | 57.1% | 79.6%-22.5pp | 77.3%-20.2pp | 82.1%-25.0pp |
| Annual return | 1.71% | 37.45%-35.7pp | 54.66%-53.0pp | 478.71%-477.0pp |
| Employer contribution / active EE | $2,185 | $3,436-36.4% | $2,731-20.0% | $4,838-54.8% |
| Participant deferral / active EE | $4,077 | $5,181-21.3% | $4,487-9.2% | $6,342-35.7% |
| Admin fee / account holder | $1,849 | $10,623-82.6% | $7,966-76.8% | $12,312-85.0% |