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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 | $58,258-56.9% | $81,820-69.3% | $80,925-69.0% |
| Participation rate | 37.8% | 63.5%-25.6pp | 72.4%-34.5pp | 67.7%-29.8pp |
| Annual return | 10.52% | 41.76%-31.2pp | 777.93%-767.4pp | 35.65%-25.1pp |
| Employer contribution / active EE | $1,008 | $2,345-57.0% | $2,915-65.4% | $2,756-63.4% |
| Participant deferral / active EE | $1,679 | $3,284-48.9% | $4,323-61.2% | $4,299-60.9% |
| Admin fee / account holder | $6,254 | $4,976+25.7% | $7,391-15.4% | $6,940-9.9% |