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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 | $28,416 | $112,112-74.7% | $95,956-70.4% | $158,950-82.1% |
| Participation rate | 54.5% | 79.0%-24.4pp | 77.1%-22.5pp | 82.0%-27.4pp |
| Annual return | 3.68% | 171.15%-167.5pp | 91.63%-87.9pp | 302.91%-299.2pp |
| Employer contribution / active EE | $1,130 | $3,199-64.7% | $2,541-55.5% | $4,762-76.3% |
| Participant deferral / active EE | $2,540 | $4,784-46.9% | $4,167-39.0% | $5,983-57.5% |
| Admin fee / account holder | $18,314 | $10,134+80.7% | $6,797+169.5% | $11,248+62.8% |