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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 | $23,505 | $111,787-79.0% | $93,681-74.9% | $145,978-83.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 5.76% | 203.52%-197.8pp | 133.47%-127.7pp | 550.52%-544.8pp |
| Employer contribution / active EE | $1,023 | $3,093-66.9% | $2,422-57.8% | $4,662-78.1% |
| Participant deferral / active EE | $1,604 | $4,918-67.4% | $4,415-63.7% | $6,690-76.0% |
| Admin fee / account holder | $22,616 | $10,256+120.5% | $8,290+172.8% | $13,400+68.8% |