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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 | $18,577 | $110,410-83.2% | $102,437-81.9% | $145,897-87.3% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 7.35% | 24.85%-17.5pp | 24.95%-17.6pp | 552.29%-544.9pp |
| Employer contribution / active EE | $2,527 | $4,217-40.1% | $3,871-34.7% | $4,663-45.8% |
| Participant deferral / active EE | $4,929 | $5,622-12.3% | $5,060-2.6% | $6,689-26.3% |
| Admin fee / account holder | $477 | $9,745-95.1% | $8,388-94.3% | $13,390-96.4% |