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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 | $21,806 | $110,337-80.2% | $102,383-78.7% | $145,877-85.1% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.9pp |
| Annual return | 8.45% | 24.83%-16.4pp | 24.94%-16.5pp | 551.28%-542.8pp |
| Employer contribution / active EE | $1,420 | $4,216-66.3% | $3,870-63.3% | $4,663-69.5% |
| Participant deferral / active EE | $2,482 | $5,621-55.8% | $5,060-50.9% | $6,691-62.9% |
| Admin fee / account holder | $10,148 | $9,750+4.1% | $8,391+20.9% | $13,402-24.3% |