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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 | $27,653 | $100,203-72.4% | $85,240-67.6% | $145,897-81.0% |
| Participation rate | 61.5% | 74.1%-12.6pp | 67.5%-6.0pp | 80.3%-18.8pp |
| Annual return | 3.62% | 84.28%-80.7pp | 66.75%-63.1pp | 552.29%-548.7pp |
| Employer contribution / active EE | $1,548 | $3,242-52.3% | $2,735-43.4% | $4,663-66.8% |
| Participant deferral / active EE | $3,232 | $5,299-39.0% | $4,527-28.6% | $6,689-51.7% |
| Admin fee / account holder | $6,454 | $7,265-11.2% | $6,165+4.7% | $13,390-51.8% |