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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 | $17,831 | $65,395-72.7% | $182,531-90.2% | $72,983-75.6% |
| Participation rate | 56.8% | 65.4%-8.6pp | 78.0%-21.2pp | 69.5%-12.7pp |
| Annual return | 17.35% | 27.68%-10.3pp | 148.57%-131.2pp | 81.01%-63.7pp |
| Employer contribution / active EE | $1,368 | $1,911-28.4% | $4,075-66.4% | $2,440-43.9% |
| Participant deferral / active EE | $2,111 | $3,563-40.7% | $5,525-61.8% | $3,608-41.5% |
| Admin fee / account holder | $567 | $4,245-86.6% | $8,593-93.4% | $5,124-88.9% |