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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 | $22,555 | $70,366-67.9% | $66,674-66.2% | $138,895-83.8% |
| Participation rate | 52.9% | 76.2%-23.2pp | 73.7%-20.7pp | 79.9%-27.0pp |
| Annual return | 10.93% | 386.41%-375.5pp | 321.24%-310.3pp | 145.39%-134.5pp |
| Employer contribution / active EE | $1,603 | $2,765-42.0% | $2,620-38.8% | $4,194-61.8% |
| Participant deferral / active EE | $2,297 | $4,374-47.5% | $4,084-43.8% | $6,396-64.1% |
| Admin fee / account holder | $2,767 | $5,262-47.4% | $5,098-45.7% | $12,562-78.0% |