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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 | $23,595 | $208,088-88.7% | $186,193-87.3% | $154,746-84.8% |
| Participation rate | 57.1% | 80.0%-22.9pp | 77.1%-20.0pp | 80.7%-23.6pp |
| Annual return | 5.18% | 89.97%-84.8pp | 78.03%-72.9pp | 172.34%-167.2pp |
| Employer contribution / active EE | $1,681 | $4,340-61.3% | $3,918-57.1% | $4,379-61.6% |
| Participant deferral / active EE | $2,046 | $7,078-71.1% | $6,513-68.6% | $6,730-69.6% |
| Admin fee / account holder | $423 | $11,698-96.4% | $11,058-96.2% | $14,365-97.1% |