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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 | $23,240 | $51,642-55.0% | $129,384-82.0% | $80,935-71.3% |
| Participation rate | 55.6% | 56.9%-1.4pp | 69.6%-14.1pp | 67.7%-12.1pp |
| Annual return | 9.60% | 20.78%-11.2pp | 9461.77%-9452.2pp | 35.66%-26.1pp |
| Employer contribution / active EE | $973 | $1,583-38.6% | $4,153-76.6% | $2,757-64.7% |
| Participant deferral / active EE | $1,967 | $2,670-26.3% | $4,166-52.8% | $4,299-54.3% |
| Admin fee / account holder | $5,058 | $4,312+17.3% | $7,686-34.2% | $6,924-26.9% |