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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 | $27,918 | $103,038-72.9% | $90,324-69.1% | $152,909-81.7% |
| Participation rate | 55.6% | 75.9%-20.3pp | 73.3%-17.7pp | 82.5%-26.9pp |
| Annual return | 6.56% | 95.25%-88.7pp | 78.15%-71.6pp | 345.46%-338.9pp |
| Employer contribution / active EE | $1,398 | $3,141-55.5% | $2,856-51.0% | $4,764-70.6% |
| Participant deferral / active EE | $2,765 | $4,282-35.4% | $3,885-28.8% | $5,851-52.7% |
| Admin fee / account holder | $677 | $6,177-89.0% | $5,356-87.4% | $11,601-94.2% |