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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 | $58,241-63.4% | $81,780-73.9% | $80,911-73.6% |
| Participation rate | 53.6% | 63.4%-9.9pp | 72.4%-18.8pp | 67.6%-14.1pp |
| Annual return | 7.33% | 41.73%-34.4pp | 776.27%-768.9pp | 35.63%-28.3pp |
| Employer contribution / active EE | $1,686 | $2,343-28.1% | $2,914-42.1% | $2,756-38.8% |
| Participant deferral / active EE | $2,553 | $3,283-22.2% | $4,321-40.9% | $4,297-40.6% |
| Admin fee / account holder | $4,208 | $4,973-15.4% | $7,384-43.0% | $6,935-39.3% |