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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 | $111,785-79.0% | $93,669-74.9% | $145,877-83.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 5.76% | 203.79%-198.0pp | 133.59%-127.8pp | 551.28%-545.5pp |
| Employer contribution / active EE | $1,023 | $3,096-67.0% | $2,424-57.8% | $4,663-78.1% |
| Participant deferral / active EE | $1,604 | $4,919-67.4% | $4,416-63.7% | $6,691-76.0% |
| Admin fee / account holder | $22,616 | $10,256+120.5% | $8,291+172.8% | $13,402+68.7% |