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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 | $28,757 | $102,393-71.9% | $147,041-80.4% | $80,911-64.5% |
| Participation rate | 58.1% | 75.9%-17.8pp | 82.2%-24.1pp | 67.6%-9.6pp |
| Annual return | 11.62% | 134.95%-123.3pp | 419.21%-407.6pp | 35.63%-24.0pp |
| Employer contribution / active EE | $1,342 | $3,715-63.9% | $4,935-72.8% | $2,756-51.3% |
| Participant deferral / active EE | $2,745 | $6,647-58.7% | $8,071-66.0% | $4,297-36.1% |
| Admin fee / account holder | $4,195 | $7,943-47.2% | $13,006-67.7% | $6,935-39.5% |