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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 | $225,673-89.5% | $203,872-88.4% | $155,188-84.8% |
| Participation rate | 57.1% | 80.3%-23.2pp | 77.8%-20.7pp | 80.8%-23.7pp |
| Annual return | 5.18% | 95.91%-90.7pp | 85.11%-79.9pp | 148.84%-143.7pp |
| Employer contribution / active EE | $1,681 | $4,099-59.0% | $3,757-55.3% | $4,248-60.4% |
| Participant deferral / active EE | $2,046 | $6,893-70.3% | $6,388-68.0% | $6,531-68.7% |
| Admin fee / account holder | $423 | $12,327-96.6% | $11,730-96.4% | $14,480-97.1% |