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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 | $21,332 | $58,311-63.4% | $81,882-73.9% | $80,959-73.7% |
| Participation rate | 53.6% | 63.5%-9.9pp | 72.4%-18.8pp | 67.7%-14.1pp |
| Annual return | 7.33% | 41.85%-34.5pp | 779.47%-772.1pp | 35.67%-28.3pp |
| Employer contribution / active EE | $1,686 | $2,347-28.2% | $2,916-42.2% | $2,757-38.9% |
| Participant deferral / active EE | $2,553 | $3,287-22.3% | $4,323-41.0% | $4,300-40.6% |
| Admin fee / account holder | $4,208 | $4,752-11.4% | $7,360-42.8% | $6,925-39.2% |