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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 | $111,814-83.4% | $103,374-82.0% | $145,959-87.3% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 7.35% | 24.77%-17.4pp | 24.89%-17.5pp | 561.95%-554.6pp |
| Employer contribution / active EE | $2,527 | $4,214-40.0% | $3,869-34.7% | $4,661-45.8% |
| Participant deferral / active EE | $4,929 | $5,618-12.3% | $5,058-2.5% | $6,689-26.3% |
| Admin fee / account holder | $477 | $9,754-95.1% | $8,394-94.3% | $13,398-96.4% |