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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 | $20,117 | $60,139-66.5% | $90,461-77.8% | $79,856-74.8% |
| Participation rate | 69.0% | 65.0%+4.0pp | 72.7%-3.7pp | 69.6%-0.7pp |
| Annual return | 2.78% | 71.96%-69.2pp | 1294.76%-1292.0pp | 31.71%-28.9pp |
| Employer contribution / active EE | $1,097 | $2,069-47.0% | $3,264-66.4% | $2,471-55.6% |
| Participant deferral / active EE | $1,221 | $2,939-58.4% | $3,964-69.2% | $3,741-67.4% |
| Admin fee / account holder | $4,190 | $3,978+5.3% | $5,617-25.4% | $5,306-21.0% |