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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 | $25,105 | $58,311-56.9% | $81,882-69.3% | $80,959-69.0% |
| Participation rate | 37.8% | 63.5%-25.6pp | 72.4%-34.5pp | 67.7%-29.8pp |
| Annual return | 10.52% | 41.85%-31.3pp | 779.47%-769.0pp | 35.67%-25.2pp |
| Employer contribution / active EE | $1,008 | $2,347-57.1% | $2,916-65.4% | $2,757-63.5% |
| Participant deferral / active EE | $1,679 | $3,287-48.9% | $4,323-61.2% | $4,300-61.0% |
| Admin fee / account holder | $6,254 | $4,752+31.6% | $7,360-15.0% | $6,925-9.7% |