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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 | $24,341 | $102,828-76.3% | $105,387-76.9% | $152,897-84.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 8.76% | 20.85%-12.1pp | 26.82%-18.1pp | 345.43%-336.7pp |
| Employer contribution / active EE | $1,765 | $4,473-60.5% | $4,213-58.1% | $4,764-63.0% |
| Participant deferral / active EE | $2,391 | $5,465-56.2% | $5,502-56.5% | $5,851-59.1% |
| Admin fee / account holder | $14,066 | $8,683+62.0% | $6,559+114.5% | $11,599+21.3% |