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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 | $25,970 | $85,766-69.7% | $136,298-80.9% | $70,126-63.0% |
| Participation rate | 47.3% | 74.2%-26.9pp | 81.9%-34.6pp | 69.5%-22.3pp |
| Annual return | 9.59% | 31.46%-21.9pp | 5156.27%-5146.7pp | 73.15%-63.6pp |
| Employer contribution / active EE | $1,858 | $2,966-37.4% | $4,696-60.4% | $2,343-20.7% |
| Participant deferral / active EE | $3,532 | $5,051-30.1% | $6,247-43.5% | $3,332+6.0% |
| Admin fee / account holder | $3,437 | $5,421-36.6% | $9,244-62.8% | $4,645-26.0% |